CWM
C2C Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
7,593
-322
| -4% | -$9.88K | 0.21% | 75 |
|
|
2025
Q1 | $243K | Hold |
7,915
| – | – | 0.23% | 76 |
|
|
2024
Q4 | $249K | Hold |
7,915
| – | – | 0.23% | 79 |
|
|
2024
Q3 | $260K | Hold |
7,915
| – | – | 0.24% | 74 |
|
|
2024
Q2 | $250K | Hold |
7,915
| – | – | 0.24% | 76 |
|
|
2024
Q1 | $255K | Hold |
7,915
| – | – | 0.25% | 75 |
|
|
2023
Q4 | $248K | Hold |
7,915
| – | – | 0.21% | 95 |
|
|
2023
Q3 | $234K | Hold |
7,915
| – | – | 0.03% | 213 |
|
|
2023
Q2 | $242K | Hold |
7,915
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $247K | Sell |
7,915
-500
| -6% | -$15.6K | 0.04% | 211 |
|
|
2022
Q4 | $277K | Sell |
8,415
-10
| -0.1% | -$329 | 0.05% | 142 |
|
|
2022
Q3 | $271K | Buy |
8,425
+10
| +0.1% | +$322 | 0.05% | 146 |
|
|
2022
Q2 | $282K | Hold |
8,415
| – | – | 0.05% | 147 |
|
|
2022
Q1 | $294K | Hold |
8,415
| – | – | 0.05% | 156 |
|
|
2021
Q4 | $332K | Buy |
+8,415
| New | +$332K | 0.05% | 165 |
|