Beacon Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,117
| Closed | -$201K | – | 209 |
|
|
2022
Q2 | $201K | Buy |
6,117
+622
| +11% | +$20.4K | 0.11% | 210 |
|
|
2022
Q1 | $200K | Hold |
5,495
| – | – | 0.1% | 232 |
|
|
2021
Q4 | $217K | Hold |
5,495
| – | – | 0.1% | 227 |
|
|
2021
Q3 | $213K | Hold |
5,495
| – | – | 0.11% | 216 |
|
|
2021
Q2 | $216K | Buy |
5,495
+129
| +2% | +$5.07K | 0.12% | 207 |
|
|
2021
Q1 | $206K | Buy |
+5,366
| New | +$206K | 0.12% | 209 |
|
|
2020
Q1 | – | Sell |
-6,725
| Closed | -$252K | – | 159 |
|
|
2019
Q4 | $252K | Buy |
+6,725
| New | +$252K | 0.22% | 129 |
|