BerganKDV Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $157K | Hold |
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|
2023
Q1 | $158K | Hold |
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|
2022
Q4 | $155K | Sell |
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|
2022
Q3 | $380K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $155K | Sell |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $508K | Buy |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $628K | Sell |
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|
2020
Q3 | $626K | Buy |
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|
2020
Q2 | $531K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $491K | Buy |
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|
2019
Q3 | $158K | Sell |
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|
2019
Q2 | $178K | Buy |
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|
2019
Q1 | $163K | Buy |
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|
2018
Q4 | $143K | Buy |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Buy |
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