Western Wealth Management’s VanEck Preferred Securities ex Financials ETF PFXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,079
| Closed | -$249K | – | 669 |
|
|
2024
Q1 | $249K | Sell |
14,079
-495
| -3% | -$8.76K | 0.02% | 561 |
|
|
2023
Q4 | $250K | Sell |
14,574
-1,171
| -7% | -$20.1K | 0.02% | 602 |
|
|
2023
Q3 | $265K | Sell |
15,745
-2,100
| -12% | -$35.3K | 0.02% | 542 |
|
|
2023
Q2 | $315K | Hold |
17,845
| – | – | 0.03% | 497 |
|
|
2023
Q1 | $315K | Sell |
17,845
-350
| -2% | -$6.18K | 0.03% | 483 |
|
|
2022
Q4 | $304K | Sell |
18,195
-17,495
| -49% | -$292K | 0.03% | 458 |
|
|
2022
Q3 | $611K | Sell |
35,690
-600
| -2% | -$10.3K | 0.04% | 421 |
|
|
2022
Q2 | $658K | Sell |
36,290
-7,770
| -18% | -$141K | 0.04% | 400 |
|
|
2022
Q1 | $904K | Buy |
+44,060
| New | +$904K | 0.04% | 353 |
|