A detailed history of Coastal Investment Advisors, Inc. transactions in Principal Spectrum Pfd Secs Ac stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 11,633 shares of PREF stock, worth $215,443. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,633
Previous 14,743 21.09%
Holding current value
$215,443
Previous $267,000 20.97%
% of portfolio
0.04%
Previous 0.06%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$17.82 - $18.34 $55,420 - $57,037
-3,110 Reduced 21.09%
11,633 $211,000
Q1 2024

Apr 19, 2024

SELL
$17.42 - $18.17 $105,913 - $110,473
-6,080 Reduced 29.2%
14,743 $267,000
Q4 2023

Jan 19, 2024

SELL
$16.33 - $17.54 $221,647 - $238,070
-13,573 Reduced 39.46%
20,823 $364,000
Q2 2023

Aug 09, 2023

SELL
$16.31 - $17.04 $416,704 - $435,354
-25,549 Reduced 42.62%
34,396 $583,000
Q1 2023

May 05, 2023

SELL
$16.36 - $18.06 $62,773 - $69,296
-3,837 Reduced 6.02%
59,945 $1.02 Million
Q4 2022

Feb 10, 2023

SELL
$16.61 - $17.37 $241,011 - $252,038
-14,510 Reduced 18.53%
63,782 $1.09 Million
Q3 2022

Oct 27, 2022

SELL
N/A
-8,126 Reduced 9.4%
78,292 $1.31 Million
Q2 2022

Aug 09, 2022

SELL
N/A
-3,566 Reduced 3.96%
86,418 $1.49 Million
Q1 2022

Apr 13, 2022

SELL
N/A
-22,588 Reduced 20.07%
89,984 $1.71 Million
Q4 2021

Jan 18, 2022

BUY
N/A
48,872 Added 76.72%
112,572 $2.28 Million
Q3 2021

Oct 18, 2021

BUY
N/A
32,690 Added 105.42%
63,700 $1.32 Million
Q2 2021

Jul 15, 2021

BUY
N/A
31,010 New
31,010 $643,000
Q1 2020

Apr 23, 2020

SELL
N/A
-1,415 Closed
0 $0
Q4 2019

Feb 05, 2020

SELL
N/A
-145 Reduced 9.29%
1,415 $142,000
Q3 2019

Oct 18, 2019

SELL
N/A
-533 Reduced 25.47%
1,560 $155,000
Q2 2019

Aug 01, 2019

BUY
N/A
2,093 New
2,093 $204,000

Others Institutions Holding PREF

About PRINCIPAL SPECTRUM PFD SECS AC


  • Ticker PREF
  • Sector ETFs
  • Industry ETFs
More about PREF
Track This Portfolio

Track Coastal Investment Advisors, Inc. Portfolio

Follow Coastal Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.