Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $964K | Sell |
30,566
-263
| -0.9% | -$8.3K | 0.01% | 336 |
|
|
2024
Q1 | $994K | Hold |
30,829
| – | – | 0.01% | 339 |
|
|
2023
Q4 | $962K | Buy |
30,829
+1,255
| +4% | +$39.1K | 0.01% | 334 |
|
|
2023
Q3 | $892K | Sell |
29,574
-3,302
| -10% | -$99.6K | 0.01% | 307 |
|
|
2023
Q2 | $1.02M | Buy |
32,876
+1,240
| +4% | +$38.4K | 0.01% | 300 |
|
|
2023
Q1 | $966K | Hold |
31,636
| – | – | 0.02% | 273 |
|
|
2022
Q4 | $966K | Sell |
31,636
-16,633
| -34% | -$508K | 0.02% | 274 |
|
|
2022
Q3 | $1.53M | Sell |
48,269
-2,499
| -5% | -$79.2K | 0.03% | 204 |
|
|
2022
Q2 | $1.67M | Buy |
50,768
+4,667
| +10% | +$153K | 0.03% | 192 |
|
|
2022
Q1 | $1.68M | Sell |
46,101
-7,142
| -13% | -$260K | 0.03% | 203 |
|
|
2021
Q4 | $2.1M | Buy |
53,243
+11,686
| +28% | +$461K | 0.04% | 173 |
|
|
2021
Q3 | $1.61M | Buy |
41,557
+11,371
| +38% | +$441K | 0.03% | 199 |
|
|
2021
Q2 | $1.19M | Buy |
30,186
+7,247
| +32% | +$285K | 0.03% | 233 |
|
|
2021
Q1 | $881K | Buy |
22,939
+6,759
| +42% | +$260K | 0.04% | 251 |
|
|
2020
Q4 | $623K | Buy |
16,180
+5,116
| +46% | +$197K | 0.03% | 280 |
|
|
2020
Q3 | $403K | Buy |
11,064
+3,553
| +47% | +$129K | 0.03% | 300 |
|
|
2020
Q2 | $260K | Hold |
7,511
| – | – | 0.02% | 338 |
|
|
2020
Q1 | $239K | Sell |
7,511
-486
| -6% | -$15.5K | 0.02% | 392 |
|
|
2019
Q4 | $301K | Buy |
+7,997
| New | +$301K | 0.03% | 360 |
|
|
2018
Q3 | – | Sell |
-7,231
| Closed | -$273K | – | 370 |
|
|
2018
Q2 | $273K | Sell |
7,231
-8,742
| -55% | -$330K | 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% | -$195K | 0.19% | 117 |
|
|
2017
Q2 | $992K | Sell |
25,321
-6,676
| -21% | -$262K | 0.23% | 98 |
|
|
2017
Q1 | $1.24M | Sell |
31,997
-6,725
| -17% | -$260K | 0.36% | 56 |
|
|
2016
Q4 | $1.44M | Buy |
+38,722
| New | +$1.44M | 0.46% | 50 |
|