Bar Harbor Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $448K | Buy |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $422K | Hold |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $430K | Hold |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $386K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $813K | Sell |
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|
2022
Q2 | $995K | Buy |
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|
2022
Q1 | $867K | Sell |
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|
2021
Q4 | $958K | Sell |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $837K | Buy |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | $346K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $665K | Buy |
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|
2019
Q3 | $379K | Buy |
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