BWA
Blodgett 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,486
| Closed | -$974K | – | 61 |
|
|
2023
Q2 | $974K | Sell |
31,486
-3,974
| -11% | -$123K | 1.01% | 22 |
|
|
2023
Q1 | $1.11M | Sell |
35,460
-5,500
| -13% | -$172K | 1.28% | 19 |
|
|
2022
Q4 | $1.25M | Sell |
40,960
-34,566
| -46% | -$1.06M | 1.52% | 20 |
|
|
2022
Q3 | $2.39M | Sell |
75,526
-9,430
| -11% | -$299K | 2.87% | 6 |
|
|
2022
Q2 | $2.79M | Sell |
84,956
-9,483
| -10% | -$312K | 3.06% | 6 |
|
|
2022
Q1 | $3.44M | Sell |
94,439
-7,537
| -7% | -$274K | 2.86% | 7 |
|
|
2021
Q4 | $4.02M | Buy |
+101,976
| New | +$4.02M | 3.12% | 7 |
|