Wells Fargo’s Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund PTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.3M | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $3.02M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $21K | Sell |
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|
2024
Q2 | $42.9K | Sell |
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|
2024
Q1 | $49K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $263K | Sell |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $317K | Sell |
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|
2022
Q2 | $354K | Buy |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q4 | $24K | Hold |
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|
2021
Q3 | $25K | Buy |
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