Axxcess 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 | – | Sell |
-8,474
| Closed | -$260K | – | 914 |
|
|
2025
Q1 | $260K | Sell |
8,474
-10,119
| -54% | -$311K | 0.01% | 728 |
|
|
2024
Q4 | $585K | Sell |
18,593
-7,407
| -28% | -$233K | 0.01% | 508 |
|
|
2024
Q3 | $864K | Sell |
26,000
-2,117
| -8% | -$70.3K | 0.02% | 421 |
|
|
2024
Q2 | $887K | Buy |
28,117
+975
| +4% | +$30.8K | 0.02% | 398 |
|
|
2024
Q1 | $875K | Buy |
27,142
+8,141
| +43% | +$262K | 0.02% | 402 |
|
|
2023
Q4 | $593K | Buy |
19,001
+9,985
| +111% | +$311K | 0.02% | 472 |
|
|
2023
Q3 | $272K | Sell |
9,016
-12,255
| -58% | -$369K | 0.01% | 627 |
|
|
2023
Q2 | $658K | Buy |
21,271
+650
| +3% | +$20.1K | 0.05% | 290 |
|
|
2023
Q1 | $644K | Buy |
20,621
+9,847
| +91% | +$307K | 0.05% | 319 |
|
|
2022
Q4 | $329K | Sell |
10,774
-7,654
| -42% | -$234K | 0.03% | 432 |
|
|
2022
Q3 | $584K | Buy |
+18,428
| New | +$584K | 0.06% | 285 |
|
|
2022
Q2 | – | Sell |
-12,330
| Closed | -$449K | – | 618 |
|
|
2022
Q1 | $449K | Sell |
12,330
-13,616
| -52% | -$496K | 0.04% | 372 |
|
|
2021
Q4 | $1.02M | Buy |
+25,946
| New | +$1.02M | 0.07% | 205 |
|