Beaird Harris Wealth Management’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
$22.9K Sell
745
-1,865
-71% -$57.2K ﹤0.01% 317
2025
Q1
$80.2K Buy
2,610
+1,865
+250% +$57.3K 0.01% 184
2024
Q4
$23.4K Hold
745
﹤0.01% 298
2024
Q3
$24.8K Sell
745
-100
-12% -$3.32K ﹤0.01% 277
2024
Q2
$26.7K Hold
845
﹤0.01% 277
2024
Q1
$27.2K Hold
845
﹤0.01% 251
2023
Q4
$26.4K Hold
845
﹤0.01% 239
2023
Q3
$25.5K Hold
845
﹤0.01% 222
2023
Q2
$26.1K Hold
845
﹤0.01% 211
2023
Q1
$26.4K Hold
845
﹤0.01% 209
2022
Q4
$25.8K Hold
845
﹤0.01% 225
2022
Q3
$27K Buy
845
+100
+13% +$3.2K 0.01% 210
2022
Q2
$24K Sell
745
-251
-25% -$8.09K 0.01% 188
2022
Q1
$36K Sell
996
-6,000
-86% -$217K 0.01% 210
2021
Q4
$276K Buy
+6,996
New +$276K 0.1% 96