AWMS
Advocacy Wealth Management Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-667
| Closed | -$26K | – | 196 |
|
|
2021
Q2 | $26K | Buy |
+667
| New | +$26K | ﹤0.01% | 95 |
|
|
2019
Q1 | – | Sell |
-400
| Closed | -$14K | – | 167 |
|
|
2018
Q4 | $14K | Hold |
400
| – | – | 0.01% | 101 |
|
|
2018
Q3 | $15K | Hold |
400
| – | – | 0.01% | 110 |
|
|
2018
Q2 | $15K | Hold |
400
| – | – | 0.01% | 106 |
|
|
2018
Q1 | $15K | Hold |
400
| – | – | 0.01% | 112 |
|
|
2017
Q4 | $15K | Hold |
400
| – | – | 0.01% | 130 |
|
|
2017
Q3 | $16K | Sell |
400
-12,870
| -97% | -$515K | 0.01% | 150 |
|
|
2017
Q2 | $520K | Sell |
13,270
-322
| -2% | -$12.6K | 0.19% | 28 |
|
|
2017
Q1 | $526K | Sell |
13,592
-20,618
| -60% | -$798K | 0.18% | 25 |
|
|
2016
Q4 | $1.27M | Buy |
34,210
+12,519
| +58% | +$466K | 0.38% | 22 |
|
|
2016
Q3 | $857K | Sell |
21,691
-2,967
| -12% | -$117K | 0.33% | 27 |
|
|
2016
Q2 | $984K | Buy |
24,658
+8,279
| +51% | +$330K | 0.5% | 28 |
|
|
2016
Q1 | $639K | Buy |
16,379
+7,368
| +82% | +$287K | 0.44% | 38 |
|
|
2015
Q4 | $350K | Buy |
+9,011
| New | +$350K | 0.4% | 59 |
|
|
2013
Q3 | – | Sell |
-6,000
| Closed | -$236K | – | 304 |
|
|
2013
Q2 | $236K | Buy |
+6,000
| New | +$236K | 0.94% | 30 |
|