Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $634K | Sell |
19,297
-14,355
| -43% | -$472K | 0.05% | 206 |
|
|
2022
Q1 | $1.23M | Sell |
33,652
-10,107
| -23% | -$368K | 0.08% | 136 |
|
|
2021
Q4 | $1.73M | Sell |
43,759
-1,931
| -4% | -$76.1K | 0.11% | 100 |
|
|
2021
Q3 | $1.77M | Sell |
45,690
-2,477
| -5% | -$96.1K | 0.13% | 91 |
|
|
2021
Q2 | $1.9M | Sell |
48,167
-6,459
| -12% | -$254K | 0.14% | 83 |
|
|
2021
Q1 | $2.1M | Sell |
54,626
-4,632
| -8% | -$178K | 0.17% | 69 |
|
|
2020
Q4 | $2.28M | Sell |
59,258
-836
| -1% | -$32.2K | 0.2% | 57 |
|
|
2020
Q3 | $2.19M | Buy |
60,094
+1,681
| +3% | +$61.3K | 0.23% | 50 |
|
|
2020
Q2 | $2.02M | Buy |
58,413
+14,411
| +33% | +$499K | 0.23% | 52 |
|
|
2020
Q1 | $1.4M | Buy |
44,002
+25,477
| +138% | +$811K | 0.19% | 64 |
|
|
2019
Q4 | $696K | Sell |
18,525
-1,023
| -5% | -$38.4K | 0.08% | 134 |
|
|
2019
Q3 | $734K | Sell |
19,548
-3,198
| -14% | -$120K | 0.1% | 123 |
|
|
2019
Q2 | $838K | Buy |
22,746
+2,148
| +10% | +$79.1K | 0.12% | 106 |
|
|
2019
Q1 | $753K | Buy |
20,598
+9,276
| +82% | +$339K | 0.12% | 118 |
|
|
2018
Q4 | $388K | Sell |
11,322
-25,267
| -69% | -$866K | 0.07% | 173 |
|
|
2018
Q3 | $1.36M | Buy |
36,589
+18,443
| +102% | +$685K | 0.26% | 58 |
|
|
2018
Q2 | $684K | Buy |
+18,146
| New | +$684K | 0.18% | 93 |
|
|
2018
Q1 | – | Sell |
-7,411
| Closed | -$282K | – | 168 |
|
|
2017
Q4 | $282K | Buy |
+7,411
| New | +$282K | 0.13% | 126 |
|