Avidian Wealth Enterprises’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 | $596K | Sell |
19,426
-79
| -0.4% | -$2.42K | 0.02% | 294 |
|
|
2025
Q1 | $599K | Buy |
19,505
+6,349
| +48% | +$195K | 0.03% | 276 |
|
|
2024
Q4 | $414K | Sell |
13,156
-1,403
| -10% | -$44.1K | 0.02% | 334 |
|
|
2024
Q3 | $484K | Sell |
14,559
-3,476
| -19% | -$116K | 0.02% | 301 |
|
|
2024
Q2 | $569K | Sell |
18,035
-563
| -3% | -$17.8K | 0.02% | 256 |
|
|
2024
Q1 | $599K | Buy |
18,598
+2,901
| +18% | +$93.5K | 0.03% | 232 |
|
|
2023
Q4 | $490K | Buy |
15,697
+2,385
| +18% | +$74.4K | 0.03% | 268 |
|
|
2023
Q3 | $401K | Buy |
13,312
+59
| +0.4% | +$1.78K | 0.03% | 283 |
|
|
2023
Q2 | $410K | Buy |
13,253
+1,231
| +10% | +$38.1K | 0.03% | 297 |
|
|
2023
Q1 | $375K | Buy |
12,022
+104
| +0.9% | +$3.25K | 0.02% | 345 |
|
|
2022
Q4 | $364K | Sell |
11,918
-2,682
| -18% | -$81.9K | 0.02% | 325 |
|
|
2022
Q3 | $462K | Sell |
14,600
-1,389
| -9% | -$44K | 0.03% | 250 |
|
|
2022
Q2 | $526K | Sell |
15,989
-1,431
| -8% | -$47.1K | 0.04% | 258 |
|
|
2022
Q1 | $634K | Buy |
17,420
+10
| +0.1% | +$364 | 0.04% | 251 |
|
|
2021
Q4 | $686K | Buy |
+17,410
| New | +$686K | 0.04% | 240 |
|