Beese Fulmer Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,250
| Closed | -$207K | – | 240 |
|
|
2021
Q4 | $207K | Hold |
5,250
| – | – | 0.02% | 233 |
|
|
2021
Q3 | $204K | Hold |
5,250
| – | – | 0.02% | 227 |
|
|
2021
Q2 | $207K | Hold |
5,250
| – | – | 0.02% | 217 |
|
|
2021
Q1 | $202K | Buy |
+5,250
| New | +$202K | 0.02% | 217 |
|
|
2020
Q3 | – | Sell |
-5,078
| Closed | -$176K | – | 447 |
|
|
2020
Q2 | $176K | Buy |
+5,078
| New | +$176K | 0.03% | 193 |
|