Carson Wealth (CWM LLC)’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 | $2.37M | Sell |
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|
2025
Q2 | $2.61M | Sell |
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|
2025
Q1 | $2.69M | Sell |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $3.04M | Buy |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.27M | Sell |
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|
2022
Q2 | $4.53M | Buy |
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|
2022
Q1 | $4.09M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q2 | $587K | Hold |
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|
2021
Q1 | $587K | Hold |
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|
2020
Q4 | $587K | Hold |
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|
2020
Q3 | $587K | Hold |
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|
2020
Q2 | $587K | Hold |
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|
2020
Q1 | $587K | Hold |
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|
2019
Q4 | $587K | Hold |
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|
2019
Q3 | $587K | Hold |
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|
2019
Q2 | $587K | Hold |
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|
2019
Q1 | $587K | Buy |
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|
2018
Q4 | $217K | Sell |
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|
2018
Q3 | $333K | Sell |
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|
2018
Q2 | $342K | Hold |
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|
2018
Q1 | $341K | Sell |
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|
2017
Q4 | $372K | Sell |
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|
2017
Q3 | $406K | Buy |
|
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|
2017
Q2 | $400K | Sell |
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|
2017
Q1 | $452K | Sell |
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|
2016
Q4 | $501K | Buy |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | $278K | Buy |
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|
2016
Q1 | $232K | Buy |
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|
2015
Q4 | $5K | Hold |
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|
2015
Q3 | $5K | Buy |
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