Cohen & Steers Tax Advan P shares owned by Brian McDonald
Quarter-by-quarter ownership of Cohen & Steers Tax Advan P (PTA) shares owned by Brian McDonald
from 13F filings
Historical chart of Brian McDonald investment in Cohen & Steers Tax Advan P
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Quarterly reported holdings in Cohen & Steers Tax Advan P by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 21k | 20.41 |
| 2025-06-30 | $468k | 24k | 19.80 |
| 2025-03-31 | $408k | 21k | 19.44 |
| 2024-12-31 | $408k | 21k | 19.22 |
| 2024-09-30 | $442k | 21k | 21.04 |
| 2024-06-30 | $423k | 21k | 19.85 |
| 2024-03-31 | $405k | 21k | 19.61 |
| 2023-09-30 | $328k | 19k | 17.47 |