Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,284
| Closed | -$203K | – | 130 |
|
|
2020
Q4 | $203K | Buy |
+5,284
| New | +$203K | 0.01% | 105 |
|
|
2020
Q3 | – | Sell |
-6,084
| Closed | -$210K | – | 105 |
|
|
2020
Q2 | $210K | Sell |
6,084
-6,171
| -50% | -$213K | 0.01% | 95 |
|
|
2020
Q1 | $390K | Buy |
12,255
+1,500
| +14% | +$47.7K | 0.02% | 142 |
|
|
2019
Q4 | $404K | Buy |
10,755
+1,000
| +10% | +$37.6K | 0.02% | 130 |
|
|
2019
Q3 | $367K | Buy |
9,755
+3,475
| +55% | +$131K | 0.02% | 165 |
|
|
2019
Q2 | $231K | Buy |
+6,280
| New | +$231K | 0.02% | 213 |
|