AWM
Ariadne Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Sell |
53,882
-17,894
| -25% | -$563K | 0.81% | 30 |
|
|
2025
Q1 | $2.17M | Hold |
71,776
| – | – | 1.13% | 16 |
|
|
2024
Q4 | $2.27M | Buy |
71,776
+4,873
| +7% | +$154K | 1.04% | 22 |
|
|
2024
Q3 | $2.21M | Hold |
66,903
| – | – | 1.2% | 17 |
|
|
2024
Q2 | $2.11M | Buy |
+66,903
| New | +$2.11M | 1.63% | 12 |
|