Capital Advisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $715K | Sell |
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|
2025
Q2 | $765K | Sell |
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|
2025
Q1 | $7.53M | Buy |
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|
2024
Q4 | $351K | Buy |
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|
2024
Q3 | $350K | Sell |
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|
2024
Q2 | $365K | Buy |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $538K | Sell |
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|
2023
Q2 | $570K | Sell |
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|
2023
Q1 | $602K | Buy |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $906K | Sell |
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|
2021
Q4 | $9.21M | Buy |
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|
2021
Q3 | $7.26M | Buy |
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|
2021
Q2 | $6.94M | Buy |
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|
2021
Q1 | $6.06M | Buy |
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