AWS
AJ Wealth Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $812K | Buy |
26,260
+440
| +2% | +$13.6K | 0.04% | 147 |
|
|
2023
Q1 | $806K | Sell |
25,820
-362
| -1% | -$11.3K | 0.04% | 140 |
|
|
2022
Q4 | $799K | Sell |
26,182
-19,929
| -43% | -$608K | 0.04% | 147 |
|
|
2022
Q3 | $1.46M | Hold |
46,111
| – | – | 0.09% | 101 |
|
|
2022
Q2 | $1.52M | Sell |
46,111
-90,607
| -66% | -$2.98M | 0.08% | 104 |
|
|
2022
Q1 | $4.98M | Sell |
136,718
-76,270
| -36% | -$2.78M | 0.25% | 53 |
|
|
2021
Q4 | $8.4M | Buy |
212,988
+78,171
| +58% | +$3.08M | 0.4% | 36 |
|
|
2021
Q3 | $5.23M | Buy |
134,817
+51,860
| +63% | +$2.01M | 0.28% | 43 |
|
|
2021
Q2 | $3.26M | Hold |
82,957
| – | – | 0.19% | 54 |
|
|
2021
Q1 | $3.19M | Buy |
82,957
+130
| +0.2% | +$4.99K | 0.23% | 49 |
|
|
2020
Q4 | $3.19M | Buy |
82,827
+17,949
| +28% | +$691K | 0.28% | 39 |
|
|
2020
Q3 | $2.37M | Sell |
64,878
-9,745
| -13% | -$355K | 0.24% | 45 |
|
|
2020
Q2 | $2.59M | Sell |
74,623
-10,682
| -13% | -$370K | 0.29% | 40 |
|
|
2020
Q1 | $2.72M | Sell |
85,305
-569,998
| -87% | -$18.1M | 0.37% | 33 |
|
|
2019
Q4 | $24.6M | Buy |
655,303
+6,564
| +1% | +$247K | 2.88% | 11 |
|
|
2019
Q3 | $24.3M | Buy |
648,739
+114,515
| +21% | +$4.3M | 3.21% | 11 |
|
|
2019
Q2 | $19.7M | Buy |
534,224
+71,295
| +15% | +$2.63M | 2.9% | 11 |
|
|
2019
Q1 | $16.9M | Buy |
462,929
+454,224
| +5,218% | +$16.6M | 2.8% | 10 |
|
|
2018
Q4 | $298K | Buy |
+8,705
| New | +$298K | 0.06% | 77 |
|