CA
Carson Advisory’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 | $1.55M | Buy |
50,500
+550
| +1% | +$16.9K | 0.98% | 24 |
|
|
2025
Q1 | $1.53M | Buy |
49,950
+2,100
| +4% | +$64.5K | 1.03% | 25 |
|
|
2024
Q4 | $1.5M | Buy |
47,850
+5,061
| +12% | +$159K | 1.05% | 25 |
|
|
2024
Q3 | $1.42M | Buy |
42,789
+12,808
| +43% | +$426K | 0.89% | 27 |
|
|
2024
Q2 | $946K | Buy |
29,981
+14,550
| +94% | +$459K | 0.66% | 37 |
|
|
2024
Q1 | $497K | Buy |
15,431
+1,800
| +13% | +$58K | 0.35% | 85 |
|
|
2023
Q4 | $425K | Buy |
13,631
+5,375
| +65% | +$168K | 0.33% | 86 |
|
|
2023
Q3 | $249K | Sell |
8,256
-400
| -5% | -$12.1K | 0.22% | 123 |
|
|
2023
Q2 | $268K | Buy |
8,656
+900
| +12% | +$27.8K | 0.23% | 116 |
|
|
2023
Q1 | $242K | Buy |
+7,756
| New | +$242K | 0.22% | 118 |
|