Beacon Harbor Wealth Advisors’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
Q2 | $4.46M | Sell |
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|
2025
Q1 | $5.76M | Buy |
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|
2024
Q4 | $5.59M | Buy |
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|
2024
Q3 | $5.64M | Buy |
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|
2024
Q2 | $5.11M | Buy |
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|
2024
Q1 | $5.07M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $4.23M | Buy |
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|
2023
Q2 | $4.24M | Buy |
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|
2023
Q1 | $3.14M | Buy |
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|
2022
Q4 | $2.34M | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.62M | Sell |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.61M | Sell |
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|
2021
Q1 | $2.64M | Buy |
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|
2020
Q4 | $2.4M | Buy |
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|
2020
Q3 | $2.22M | Buy |
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|
2020
Q2 | $2.07M | Buy |
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|
2020
Q1 | $1.77M | Buy |
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|
2019
Q4 | $2.01M | Buy |
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|
2019
Q3 | $2M | Sell |
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|
2019
Q2 | $2.02M | Buy |
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