AWM
Accel Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
41,630
-1,029
| -2% | -$31.6K | 0.43% | 63 |
|
|
2025
Q1 | $1.31M | Sell |
42,659
-934
| -2% | -$28.7K | 0.47% | 59 |
|
|
2024
Q4 | $1.37M | Sell |
43,593
-2,286
| -5% | -$71.9K | 0.52% | 54 |
|
|
2024
Q3 | $1.52M | Sell |
45,879
-2,994
| -6% | -$99.5K | 0.57% | 54 |
|
|
2024
Q2 | $1.54M | Sell |
48,873
-1,334
| -3% | -$42.1K | 0.62% | 44 |
|
|
2024
Q1 | $1.62M | Buy |
50,207
+3,094
| +7% | +$99.7K | 0.69% | 42 |
|
|
2023
Q4 | $1.47M | Sell |
47,113
-806
| -2% | -$25.1K | 0.74% | 38 |
|
|
2023
Q3 | $1.44M | Buy |
47,919
+153
| +0.3% | +$4.61K | 0.8% | 37 |
|
|
2023
Q2 | $1.48M | Sell |
47,766
-3,147
| -6% | -$97.3K | 0.81% | 38 |
|
|
2023
Q1 | $1.59M | Sell |
50,913
-23
| -0% | -$718 | 0.65% | 36 |
|
|
2022
Q4 | $1.56M | Sell |
50,936
-1,558
| -3% | -$47.6K | 0.74% | 35 |
|
|
2022
Q3 | $1.69M | Sell |
52,494
-99
| -0.2% | -$3.19K | 0.9% | 28 |
|
|
2022
Q2 | $1.75M | Sell |
52,593
-82
| -0.2% | -$2.73K | 1.01% | 24 |
|
|
2022
Q1 | $1.91M | Buy |
52,675
+156
| +0.3% | +$5.65K | 0.99% | 24 |
|
|
2021
Q4 | $2.07M | Buy |
52,519
+3,767
| +8% | +$149K | 1.02% | 25 |
|
|
2021
Q3 | $1.89M | Buy |
48,752
+688
| +1% | +$26.7K | 1.22% | 19 |
|
|
2021
Q2 | $1.89M | Buy |
48,064
+5,735
| +14% | +$226K | 1.25% | 17 |
|
|
2021
Q1 | $1.63M | Buy |
42,329
+3,349
| +9% | +$129K | 1.32% | 14 |
|
|
2020
Q4 | $1.5M | Buy |
+38,980
| New | +$1.5M | 1.4% | 12 |
|