AG
Appleton Group’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
Q1 | – | Sell |
-86,225
| Closed | -$2.63M | – | 43 |
|
|
2022
Q4 | $2.63M | Buy |
+86,225
| New | +$2.63M | 3.86% | 7 |
|
|
2016
Q4 | – | Sell |
-52,442
| Closed | -$2.07M | – | 31 |
|
|
2016
Q3 | $2.07M | Sell |
52,442
-6,761
| -11% | -$267K | 2.5% | 15 |
|
|
2016
Q2 | $2.36M | Sell |
59,203
-274
| -0.5% | -$10.9K | 3.93% | 8 |
|
|
2016
Q1 | $2.32M | Buy |
59,477
+3,163
| +6% | +$123K | 2.76% | 8 |
|
|
2015
Q4 | $2.19M | Sell |
56,314
-1,528
| -3% | -$59.4K | 2.85% | 8 |
|
|
2015
Q3 | $2.23M | Buy |
57,842
+2,392
| +4% | +$92.3K | 6.53% | 6 |
|
|
2015
Q2 | $2.17M | Buy |
55,450
+1,484
| +3% | +$58.1K | 2.47% | 10 |
|
|
2015
Q1 | $2.17M | Buy |
53,966
+6,149
| +13% | +$247K | 2.3% | 11 |
|
|
2014
Q4 | $1.89M | Buy |
47,817
+825
| +2% | +$32.5K | 2.28% | 10 |
|
|
2014
Q3 | $1.86M | Buy |
46,992
+4,373
| +10% | +$173K | 2.35% | 10 |
|
|
2014
Q2 | $1.7M | Sell |
42,619
-794
| -2% | -$31.7K | 1.89% | 11 |
|
|
2014
Q1 | $1.69M | Buy |
43,413
+37,288
| +609% | +$1.45M | 2.08% | 10 |
|
|
2013
Q4 | $226K | Buy |
+6,125
| New | +$226K | 0.3% | 15 |
|