180 Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $267K | Hold |
8,706
| – | – | 0.04% | 353 |
|
2025
Q1 | $268K | Hold |
8,706
| – | – | 0.04% | 340 |
|
2024
Q4 | $274K | Hold |
8,706
| – | – | 0.04% | 335 |
|
2024
Q3 | $289K | Buy |
8,706
+407
| +5% | +$13.5K | 0.05% | 337 |
|
2024
Q2 | $265K | Buy |
+8,299
| New | +$265K | 0.04% | 345 |
|
2024
Q1 | – | Sell |
-6,575
| Closed | -$205K | – | 418 |
|
2023
Q4 | $205K | Sell |
6,575
-187
| -3% | -$5.83K | 0.04% | 352 |
|
2023
Q3 | $204K | Buy |
+6,762
| New | +$204K | 0.05% | 333 |
|