Buckingham Strategic Wealth’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
2024 Q2	$964K	Sell	30,566 -263	-0.9%	-$8.28K	0.01%	336
2024 Q1	$994K	Hold	30,829	–	–	0.01%	339
2023 Q4	$962K	Buy	30,829 +1,255	+4%	+$37.5K	0.01%	334
2023 Q3	$892K	Sell	29,574 -3,302	-10%	-$101K	0.01%	307
2023 Q2	$1.02M	Buy	32,876 +1,240	+4%	+$37.9K	0.01%	300
2023 Q1	$966K	Hold	31,636	–	–	0.02%	273
2022 Q4	$966K	Sell	31,636 -16,633	-34%	-$517K	0.02%	274
2022 Q3	$1.53M	Sell	48,269 -2,499	-5%	-$83.8K	0.03%	204
2022 Q2	$1.67M	Buy	50,768 +4,667	+10%	+$158K	0.03%	192
2022 Q1	$1.68M	Sell	46,101 -7,142	-13%	-$263K	0.03%	203
2021 Q4	$2.1M	Buy	53,243 +11,686	+28%	+$454K	0.04%	173
2021 Q3	$1.61M	Buy	41,557 +11,371	+38%	+$446K	0.03%	199
2021 Q2	$1.19M	Buy	30,186 +7,247	+32%	+$281K	0.03%	233
2021 Q1	$881K	Buy	22,939 +6,759	+42%	+$256K	0.04%	251
2020 Q4	$623K	Buy	16,180 +5,116	+46%	+$191K	0.03%	280
2020 Q3	$403K	Buy	11,064 +3,553	+47%	+$128K	0.03%	300
2020 Q2	$260K	Hold	7,511	–	–	0.02%	338
2020 Q1	$239K	Sell	7,511 -486	-6%	-$17.4K	0.02%	392
2019 Q4	$301K	Buy	+7,997	New	+$298K	0.03%	360
2018 Q3	–	Sell	-7,231	Closed	-$273K	–	370
2018 Q2	$273K	Sell	7,231 -8,742	-55%	-$326K	0.04%	281
2018 Q1	$600K	Sell	15,973 -4,324	-21%	-$162K	0.12%	149
2017 Q4	$773K	Hold	20,297	–	–	0.16%	125
2017 Q3	$788K	Sell	20,297 -5,024	-20%	-$196K	0.19%	117
2017 Q2	$992K	Sell	25,321 -6,676	-21%	-$260K	0.23%	98
2017 Q1	$1.24M	Sell	31,997 -6,725	-17%	-$257K	0.36%	56
2016 Q4	$1.44M	Buy	+38,722	New	+$1.47M	0.46%	50