AWM
Atticus 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 | $38K | Sell |
1,237
-2,615
| -68% | -$80.2K | 0.01% | 343 |
|
|
2025
Q1 | $118K | Sell |
3,852
-5,328
| -58% | -$164K | 0.04% | 148 |
|
|
2024
Q4 | $289K | Sell |
9,180
-1,083
| -11% | -$34K | 0.09% | 95 |
|
|
2024
Q3 | $341K | Buy |
10,263
+96
| +0.9% | +$3.19K | 0.11% | 86 |
|
|
2024
Q2 | $321K | Buy |
10,167
+70
| +0.7% | +$2.21K | 0.1% | 88 |
|
|
2024
Q1 | $325K | Sell |
10,097
-732
| -7% | -$23.6K | 0.11% | 89 |
|
|
2023
Q4 | $338K | Buy |
10,829
+159
| +1% | +$4.96K | 0.12% | 91 |
|
|
2023
Q3 | $322K | Buy |
10,670
+99
| +0.9% | +$2.99K | 0.12% | 94 |
|
|
2023
Q2 | $327K | Buy |
10,571
+82
| +0.8% | +$2.54K | 0.12% | 99 |
|
|
2023
Q1 | $327K | Buy |
10,489
+5,117
| +95% | +$160K | 0.13% | 96 |
|
|
2022
Q4 | $164K | Sell |
5,372
-12,008
| -69% | -$367K | 0.07% | 136 |
|
|
2022
Q3 | $571K | Hold |
17,380
| – | – | 0.28% | 52 |
|
|
2022
Q2 | $571K | Sell |
17,380
-2,029
| -10% | -$66.7K | 0.24% | 64 |
|
|
2022
Q1 | $707K | Buy |
19,409
+1,549
| +9% | +$56.4K | 0.26% | 62 |
|
|
2021
Q4 | $704K | Sell |
17,860
-1,539
| -8% | -$60.7K | 0.27% | 52 |
|
|
2021
Q3 | $753K | Sell |
19,399
-66,617
| -77% | -$2.59M | 0.33% | 47 |
|
|
2021
Q2 | $3.38M | Buy |
86,016
+1,461
| +2% | +$57.5K | 1.47% | 17 |
|
|
2021
Q1 | $3.25M | Buy |
84,555
+4,746
| +6% | +$182K | 1.55% | 17 |
|
|
2020
Q4 | $3.07M | Buy |
79,809
+8,774
| +12% | +$338K | 1.55% | 15 |
|
|
2020
Q3 | $2.59M | Buy |
71,035
+9,565
| +16% | +$349K | 1.54% | 16 |
|
|
2020
Q2 | $2.13M | Buy |
61,470
+5,725
| +10% | +$198K | 1.41% | 19 |
|
|
2020
Q1 | $1.78M | Sell |
55,745
-9,754
| -15% | -$311K | 1.43% | 20 |
|
|
2019
Q4 | $2.46M | Buy |
+65,499
| New | +$2.46M | 1.57% | 20 |
|