CFA
Camarda Financial 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $278K | Buy |
9,052
+2,408
| +36% | +$73.9K | 0.11% | 95 |
|
2025
Q1 | $204K | Sell |
6,644
-24,069
| -78% | -$740K | 0.09% | 95 |
|
2024
Q4 | $966K | Buy |
30,713
+2,100
| +7% | +$66K | 0.36% | 63 |
|
2024
Q3 | $951K | Buy |
28,613
+1,029
| +4% | +$34.2K | 0.36% | 63 |
|
2024
Q2 | $870K | Sell |
27,584
-448
| -2% | -$14.1K | 0.34% | 58 |
|
2024
Q1 | $903K | Sell |
28,032
-1,753
| -6% | -$56.5K | 0.37% | 58 |
|
2023
Q4 | $929K | Buy |
+29,785
| New | +$929K | 0.4% | 56 |
|
2019
Q3 | – | Sell |
-176
| Closed | -$6K | – | 350 |
|
2019
Q2 | $6K | Hold |
176
| – | – | 0.01% | 186 |
|
2019
Q1 | $6K | Sell |
176
-1,672
| -90% | -$57K | 0.01% | 219 |
|
2018
Q4 | $63K | Hold |
1,848
| – | – | 0.07% | 72 |
|
2018
Q3 | $69K | Sell |
1,848
-294
| -14% | -$11K | 0.08% | 98 |
|
2018
Q2 | $81K | Hold |
2,142
| – | – | 0.09% | 99 |
|
2018
Q1 | $80K | Sell |
2,142
-4,475
| -68% | -$167K | 0.08% | 96 |
|
2017
Q4 | $252K | Sell |
6,617
-4,754
| -42% | -$181K | 0.3% | 61 |
|
2017
Q3 | $441K | Sell |
11,371
-2,518
| -18% | -$97.7K | 0.47% | 58 |
|
2017
Q2 | $544K | Sell |
13,889
-28,204
| -67% | -$1.1M | 0.58% | 48 |
|
2017
Q1 | $1.63M | Sell |
42,093
-67,165
| -61% | -$2.6M | 1.59% | 21 |
|
2016
Q4 | $4.07M | Sell |
109,258
-18,056
| -14% | -$672K | 2.76% | 6 |
|
2016
Q3 | $5.03M | Sell |
127,314
-87,322
| -41% | -$3.45M | 3.06% | 6 |
|
2016
Q2 | $8.56M | Sell |
214,636
-5,174
| -2% | -$206K | 5.42% | 3 |
|
2016
Q1 | $8.58M | Sell |
219,810
-15,552
| -7% | -$607K | 5.34% | 3 |
|
2015
Q4 | $9.14M | Sell |
235,362
-44,153
| -16% | -$1.72M | 5.6% | 3 |
|
2015
Q3 | $10.8M | Sell |
279,515
-1,873
| -0.7% | -$72.3K | 6.71% | 3 |
|
2015
Q2 | $11M | Buy |
281,388
+4,206
| +2% | +$165K | 6.14% | 3 |
|
2015
Q1 | $11.1M | Buy |
277,182
+110,378
| +66% | +$4.43M | 6.18% | 3 |
|
2014
Q4 | $6.58M | Buy |
166,804
+3,495
| +2% | +$138K | 4.18% | 3 |
|
2014
Q3 | $6.45M | Buy |
163,309
+1,809
| +1% | +$71.5K | 4.48% | 4 |
|
2014
Q2 | $6.45M | Buy |
161,500
+8,246
| +5% | +$329K | 4.42% | 4 |
|
2014
Q1 | $5.98M | Buy |
153,254
+10,182
| +7% | +$397K | 4.59% | 4 |
|
2013
Q4 | $5.27M | Sell |
143,072
-6,816
| -5% | -$251K | 4.29% | 4 |
|
2013
Q3 | $5.7M | Sell |
149,888
-8,772
| -6% | -$333K | 7.45% | 4 |
|
2013
Q2 | $6.23M | Buy |
+158,660
| New | +$6.23M | 5.7% | 3 |
|