Carr Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-20,621
| Closed | -$648K | – | 184 |
|
2024
Q4 | $648K | Buy |
20,621
+5,751
| +39% | +$181K | 0.2% | 79 |
|
2024
Q3 | $494K | Buy |
14,870
+1,524
| +11% | +$50.6K | 0.14% | 105 |
|
2024
Q2 | $421K | Sell |
13,346
-7,332
| -35% | -$231K | 0.13% | 116 |
|
2024
Q1 | $666K | Sell |
20,678
-7,041
| -25% | -$227K | 0.22% | 78 |
|
2023
Q4 | $865K | Sell |
27,719
-95
| -0.3% | -$2.96K | 0.32% | 61 |
|
2023
Q3 | $834K | Sell |
27,814
-1,480
| -5% | -$44.4K | 0.33% | 58 |
|
2023
Q2 | $906K | Sell |
29,294
-9,365
| -24% | -$290K | 0.36% | 54 |
|
2023
Q1 | $1.21M | Buy |
38,659
+12,931
| +50% | +$404K | 0.53% | 36 |
|
2022
Q4 | $785K | Buy |
+25,728
| New | +$785K | 0.41% | 53 |
|