Arkadios Wealth 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 | $2.43M | Buy |
79,275
+5,473
| +7% | +$168K | 0.07% | 292 |
|
|
2025
Q1 | $2.27M | Sell |
73,802
-3,869
| -5% | -$119K | 0.09% | 260 |
|
|
2024
Q4 | $2.44M | Sell |
77,671
-16,384
| -17% | -$515K | 0.13% | 147 |
|
|
2024
Q3 | $3.13M | Buy |
94,055
+14,617
| +18% | +$486K | 0.18% | 119 |
|
|
2024
Q2 | $2.51M | Buy |
79,438
+44,231
| +126% | +$1.4M | 0.17% | 130 |
|
|
2024
Q1 | $1.13M | Buy |
35,207
+13,288
| +61% | +$428K | 0.09% | 217 |
|
|
2023
Q4 | $684K | Buy |
21,919
+11,767
| +116% | +$367K | 0.06% | 296 |
|
|
2023
Q3 | $306K | Buy |
+10,152
| New | +$306K | 0.03% | 484 |
|
|
2023
Q2 | – | Sell |
-6,592
| Closed | -$206K | – | 633 |
|
|
2023
Q1 | $206K | Sell |
6,592
-190
| -3% | -$5.93K | 0.02% | 565 |
|
|
2022
Q4 | $207K | Buy |
+6,782
| New | +$207K | 0.03% | 518 |
|
|
2022
Q2 | – | Sell |
-6,645
| Closed | -$242K | – | 584 |
|
|
2022
Q1 | $242K | Sell |
6,645
-707
| -10% | -$25.7K | 0.03% | 478 |
|
|
2021
Q4 | $290K | Buy |
7,352
+1,047
| +17% | +$41.3K | 0.04% | 455 |
|
|
2021
Q3 | $244K | Sell |
6,305
-3,373
| -35% | -$131K | 0.04% | 457 |
|
|
2021
Q2 | $380K | Buy |
9,678
+618
| +7% | +$24.3K | 0.05% | 391 |
|
|
2021
Q1 | $347K | Buy |
9,060
+2,574
| +40% | +$98.6K | 0.06% | 320 |
|
|
2020
Q4 | $249K | Buy |
6,486
+4,368
| +206% | +$168K | 0.05% | 288 |
|
|
2020
Q3 | $77.9K | Buy |
2,118
+457
| +28% | +$16.8K | 0.04% | 331 |
|
|
2020
Q2 | $57.6K | Sell |
1,661
-7,579
| -82% | -$263K | 0.03% | 352 |
|
|
2020
Q1 | $294K | Buy |
9,240
+103
| +1% | +$3.28K | 0.19% | 120 |
|
|
2019
Q4 | $349K | Buy |
+9,137
| New | +$349K | 0.21% | 106 |
|