Birchcreek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,838
| Closed | -$213K | – | 118 |
|
|
2022
Q1 | $213K | Sell |
5,838
-248
| -4% | -$9.05K | 0.19% | 108 |
|
|
2021
Q4 | $240K | Buy |
6,086
+8
| +0.1% | +$315 | 0.21% | 101 |
|
|
2021
Q3 | $236K | Hold |
6,078
| – | – | 0.22% | 99 |
|
|
2021
Q2 | $239K | Buy |
6,078
+467
| +8% | +$18.4K | 0.23% | 103 |
|
|
2021
Q1 | $215K | Buy |
5,611
+1,576
| +39% | +$60.4K | 0.23% | 104 |
|
|
2020
Q4 | $155K | Buy |
+4,035
| New | +$155K | 0.15% | 114 |
|