BFWA
Benchmark Financial Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-40,607
| Closed | -$1.48M | – | 80 |
|
|
2022
Q1 | $1.48M | Buy |
40,607
+3,599
| +10% | +$131K | 0.63% | 26 |
|
|
2021
Q4 | $1.46M | Buy |
37,008
+26,447
| +250% | +$1.04M | 0.61% | 25 |
|
|
2021
Q3 | $410K | Buy |
+10,561
| New | +$410K | 0.19% | 43 |
|
|
2021
Q1 | – | Sell |
-6,862
| Closed | -$264K | – | 71 |
|
|
2020
Q4 | $264K | Buy |
6,862
+49
| +0.7% | +$1.89K | 0.15% | 51 |
|
|
2020
Q3 | $248K | Buy |
6,813
+48
| +0.7% | +$1.75K | 0.16% | 49 |
|
|
2020
Q2 | $234K | Buy |
6,765
+53
| +0.8% | +$1.83K | 0.17% | 45 |
|
|
2020
Q1 | $214K | Buy |
6,712
+29
| +0.4% | +$925 | 0.22% | 33 |
|
|
2019
Q4 | $251K | Buy |
6,683
+58
| +0.9% | +$2.18K | 0.21% | 31 |
|
|
2019
Q3 | $249K | Buy |
6,625
+634
| +11% | +$23.8K | 0.24% | 31 |
|
|
2019
Q2 | $221K | Buy |
5,991
+47
| +0.8% | +$1.73K | 0.22% | 33 |
|
|
2019
Q1 | $217K | Sell |
5,944
-4,714
| -44% | -$172K | 0.23% | 31 |
|
|
2018
Q4 | $365K | Buy |
10,658
+163
| +2% | +$5.58K | 0.45% | 22 |
|
|
2018
Q3 | $390K | Buy |
+10,495
| New | +$390K | 0.48% | 12 |
|