Wolff Wiese Magana’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.6K | Hold |
735
| – | – | 0.01% | 364 |
|
|
2025
Q1 | $12.3K | Hold |
735
| – | – | 0.01% | 371 |
|
|
2024
Q4 | $12.7K | Hold |
735
| – | – | 0.01% | 378 |
|
|
2024
Q3 | $13.4K | Hold |
735
| – | – | 0.01% | 382 |
|
|
2024
Q2 | $12.7K | Hold |
735
| – | – | 0.01% | 284 |
|
|
2024
Q1 | $13K | Sell |
735
-12
| -2% | -$212 | 0.01% | 264 |
|
|
2023
Q4 | $12.8K | Sell |
747
-232
| -24% | -$3.99K | 0.01% | 251 |
|
|
2023
Q3 | $16.5K | Hold |
979
| – | – | 0.01% | 290 |
|
|
2023
Q2 | $17.3K | Sell |
979
-12
| -1% | -$212 | 0.01% | 290 |
|
|
2023
Q1 | $17.5K | Hold |
991
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $16.6K | Hold |
991
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $17K | Hold |
991
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $18K | Hold |
991
| – | – | 0.01% | 423 |
|
|
2022
Q1 | $20K | Sell |
991
-77
| -7% | -$1.55K | 0.01% | 425 |
|
|
2021
Q4 | $23K | Hold |
1,068
| – | – | 0.01% | 406 |
|
|
2021
Q3 | $23K | Buy |
1,068
+213
| +25% | +$4.59K | 0.02% | 402 |
|
|
2021
Q2 | $18K | Hold |
855
| – | – | 0.01% | 412 |
|
|
2021
Q1 | $18K | Sell |
855
-510
| -37% | -$10.7K | 0.01% | 407 |
|
|
2020
Q4 | $28K | Buy |
+1,365
| New | +$28K | 0.02% | 332 |
|