BWM
Benchmark Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-6,414
| Closed | -$252K | – | 47 |
|
|
2021
Q2 | $252K | Hold |
6,414
| – | – | 0.17% | 41 |
|
|
2021
Q1 | $246K | Hold |
6,414
| – | – | 0.18% | 38 |
|
|
2020
Q4 | $247K | Hold |
6,414
| – | – | 0.19% | 38 |
|
|
2020
Q3 | $234K | Hold |
6,414
| – | – | 0.18% | 40 |
|
|
2020
Q2 | $222K | Sell |
6,414
-10,358
| -62% | -$359K | 0.19% | 41 |
|
|
2020
Q1 | $534K | Hold |
16,772
| – | – | 0.53% | 17 |
|
|
2019
Q4 | $630K | Buy |
+16,772
| New | +$630K | 0.54% | 21 |
|