Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Sell |
7,559
-1,383
| -15% | -$42.4K | 0.02% | 171 |
|
|
2025
Q1 | $275K | Sell |
8,942
-1,490
| -14% | -$45.8K | 0.03% | 150 |
|
|
2024
Q4 | $328K | Sell |
10,432
-4,482
| -30% | -$141K | 0.04% | 136 |
|
|
2024
Q3 | $496K | Sell |
14,914
-10,487
| -41% | -$348K | 0.06% | 106 |
|
|
2024
Q2 | $801K | Sell |
25,401
-11,628
| -31% | -$367K | 0.1% | 80 |
|
|
2024
Q1 | $1.19M | Buy |
+37,029
| New | +$1.19M | 0.15% | 71 |
|
|
2018
Q3 | – | Sell |
-3,440
| Closed | -$130K | – | 310 |
|
|
2018
Q2 | $130K | Buy |
+3,440
| New | +$130K | 0.03% | 150 |
|
|
2017
Q2 | – | Sell |
-4,400
| Closed | -$170K | – | 428 |
|
|
2017
Q1 | $170K | Sell |
4,400
-148
| -3% | -$5.72K | 0.05% | 135 |
|
|
2016
Q4 | $169K | Sell |
4,548
-252
| -5% | -$9.36K | 0.05% | 132 |
|
|
2016
Q3 | $190K | Hold |
4,800
| – | – | 0.06% | 117 |
|
|
2016
Q2 | $191K | Sell |
4,800
-4,000
| -45% | -$159K | 0.06% | 116 |
|
|
2016
Q1 | $343K | Buy |
8,800
+4,000
| +83% | +$156K | 0.14% | 65 |
|
|
2015
Q4 | $186K | Buy |
4,800
+800
| +20% | +$31K | 0.07% | 97 |
|
|
2015
Q3 | $154K | Hold |
4,000
| – | – | 0.06% | 109 |
|
|
2015
Q2 | $157K | Hold |
4,000
| – | – | 0.05% | 113 |
|
|
2015
Q1 | $160K | Buy |
4,000
+1,090
| +37% | +$43.6K | 0.06% | 117 |
|
|
2014
Q4 | $115K | Hold |
2,910
| – | – | 0.04% | 123 |
|
|
2014
Q3 | $115K | Hold |
2,910
| – | – | 0.04% | 130 |
|
|
2014
Q2 | $116K | Hold |
2,910
| – | – | 0.04% | 143 |
|
|
2014
Q1 | $114K | Hold |
2,910
| – | – | 0.04% | 150 |
|
|
2013
Q4 | $107K | Buy |
2,910
+1,000
| +52% | +$36.8K | 0.04% | 145 |
|
|
2013
Q3 | $73K | Hold |
1,910
| – | – | 0.03% | 167 |
|
|
2013
Q2 | $75K | Buy |
+1,910
| New | +$75K | 0.04% | 157 |
|