Balboa Wealth Partners’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 | $268K | Buy |
8,750
+163
| +2% | +$5K | 0.05% | 272 |
|
|
2025
Q1 | $264K | Buy |
8,587
+1
| +0% | +$31 | 0.06% | 217 |
|
|
2024
Q4 | $270K | Sell |
8,586
-500
| -6% | -$15.7K | 0.06% | 229 |
|
|
2024
Q3 | $302K | Sell |
9,086
-13,356
| -60% | -$444K | 0.08% | 188 |
|
|
2024
Q2 | $708K | Buy |
22,442
+112
| +0.5% | +$3.53K | 0.19% | 98 |
|
|
2024
Q1 | $720K | Sell |
22,330
-22
| -0.1% | -$709 | 0.21% | 86 |
|
|
2023
Q4 | $697K | Buy |
22,352
+1,249
| +6% | +$39K | 0.23% | 84 |
|
|
2023
Q3 | $636K | Buy |
21,103
+553
| +3% | +$16.7K | 0.24% | 76 |
|
|
2023
Q2 | $636K | Buy |
20,550
+10,637
| +107% | +$329K | 0.22% | 83 |
|
|
2023
Q1 | $309K | Buy |
9,913
+1,842
| +23% | +$57.5K | 0.12% | 158 |
|
|
2022
Q4 | $246K | Buy |
8,071
+500
| +7% | +$15.3K | 0.11% | 185 |
|
|
2022
Q3 | $240K | Buy |
+7,571
| New | +$240K | 0.11% | 171 |
|