Baron Silver Stevens Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,013
| Closed | -$242K | – | 114 |
|
|
2023
Q3 | $242K | Hold |
8,013
| – | – | 0.05% | 92 |
|
|
2023
Q2 | $248K | Hold |
8,013
| – | – | 0.05% | 95 |
|
|
2023
Q1 | $250K | Sell |
8,013
-5,060
| -39% | -$158K | 0.07% | 90 |
|
|
2022
Q4 | $399K | Buy |
13,073
+953
| +8% | +$29.1K | 0.1% | 58 |
|
|
2022
Q3 | $115 | Buy |
+12,120
| New | +$115 | 0.03% | 91 |
|
|
2022
Q1 | – | Sell |
-14,373
| Closed | -$566K | – | 97 |
|
|
2021
Q4 | $566K | Buy |
14,373
+280
| +2% | +$11K | 0.13% | 46 |
|
|
2021
Q3 | $546K | Buy |
+14,093
| New | +$546K | 0.15% | 41 |
|
|
2021
Q1 | – | Sell |
-510
| Closed | -$19K | – | 345 |
|
|
2020
Q4 | $19K | Buy |
+510
| New | +$19K | 0.01% | 205 |
|