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 |
|