Bouvel Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Buy |
106,017
+11,241
| +12% | +$345K | 1.1% | 35 |
|
|
2025
Q1 | $3.15M | Sell |
94,776
-994
| -1% | -$33K | 1.18% | 38 |
|
|
2024
Q4 | $3.01M | Buy |
95,770
+994
| +1% | +$31.3K | 1.09% | 38 |
|
|
2024
Q3 | $3.15M | Buy |
94,776
+3,201
| +3% | +$106K | 1.18% | 38 |
|
|
2024
Q2 | $2.89M | Buy |
91,575
+3,242
| +4% | +$102K | 1.12% | 38 |
|
|
2024
Q1 | $2.85M | Sell |
88,333
-3,261
| -4% | -$105K | 1.23% | 33 |
|
|
2023
Q4 | $2.86M | Buy |
91,594
+1,097
| +1% | +$34.2K | 1.33% | 30 |
|
|
2023
Q3 | $2.73M | Sell |
90,497
-740
| -0.8% | -$22.3K | 1.48% | 22 |
|
|
2023
Q2 | $2.82M | Sell |
91,237
-93
| -0.1% | -$2.88K | 1.55% | 21 |
|
|
2023
Q1 | $2.85M | Buy |
91,330
+47,360
| +108% | +$1.48M | 1.67% | 21 |
|
|
2022
Q4 | $1.34M | Buy |
43,970
+459
| +1% | +$14K | 0.87% | 48 |
|
|
2022
Q3 | $1.38M | Buy |
+43,511
| New | +$1.38M | 0.92% | 45 |
|