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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.34M | Buy |
77,283
+1,904
| +3% | +$59.6K | 0.01% | 1137 |
|
|
2025
Q4 | $2.33M | Buy |
75,379
+369
| +0.5% | +$11.5K | 0.01% | 1086 |
|
|
2025
Q3 | $2.37M | Sell |
75,010
-10,075
| -12% | -$317K | 0.01% | 1015 |
|
|
2025
Q2 | $2.61M | Sell |
85,085
-2,287
| -3% | -$68.8K | 0.01% | 849 |
|
|
2025
Q1 | $2.69M | Sell |
87,372
-9,657
| -10% | -$304K | 0.01% | 730 |
|
|
2024
Q4 | $3.05M | Buy |
97,029
+5,614
| +6% | +$183K | 0.01% | 617 |
|
|
2024
Q3 | $3.04M | Buy |
91,415
+18,100
| +25% | +$583K | 0.01% | 576 |
|
|
2024
Q2 | $2.31M | Sell |
73,315
-9,707
| -12% | -$306K | 0.01% | 608 |
|
|
2024
Q1 | $2.68M | Sell |
83,022
-23,043
| -22% | -$735K | 0.01% | 551 |
|
|
2023
Q4 | $3.31M | Buy |
106,065
+19,141
| +22% | +$572K | 0.02% | 475 |
|
|
2023
Q3 | $2.62M | Sell |
86,924
-19,439
| -18% | -$594K | 0.02% | 487 |
|
|
2023
Q2 | $3.29M | Sell |
106,363
-22,464
| -17% | -$687K | 0.02% | 428 |
|
|
2023
Q1 | $4.02M | Sell |
128,827
-24,123
| -16% | -$775K | 0.03% | 367 |
|
|
2022
Q4 | $4.67M | Buy |
152,950
+18,228
| +14% | +$567K | 0.03% | 315 |
|
|
2022
Q3 | $4.27M | Sell |
134,722
-3,184
| -2% | -$107K | 0.03% | 309 |
|
|
2022
Q2 | $4.53M | Buy |
137,906
+25,677
| +23% | +$869K | 0.04% | 303 |
|
|
2022
Q1 | $4.09M | Buy |
112,229
+60,892
| +119% | +$2.24M | 0.03% | 323 |
|
|
2021
Q4 | $2.02M | Buy |
+51,337
| New | +$2M | 0.01% | 430 |
|
|
2021
Q2 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2021
Q1 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2020
Q4 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2020
Q3 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2020
Q2 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2020
Q1 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2019
Q4 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2019
Q3 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2019
Q2 | $587K | Hold |
14,915
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $587K | Buy |
14,915
+8,581
| +135% | +$308K | ﹤0.01% | 651 |
|
|
2018
Q4 | $217K | Sell |
6,334
-2,627
| -29% | -$93.1K | 0.01% | 580 |
|
|
2018
Q3 | $333K | Sell |
8,961
-106
| -1% | -$3.98K | 0.01% | 428 |
|
|
2018
Q2 | $342K | Hold |
9,067
| – | – | 0.01% | 364 |
|
|
2018
Q1 | $341K | Sell |
9,067
-700
| -7% | -$26.3K | 0.01% | 317 |
|
|
2017
Q4 | $372K | Sell |
9,767
-706
| -7% | -$27.1K | 0.02% | 290 |
|
|
2017
Q3 | $406K | Buy |
10,473
+257
| +3% | +$10K | 0.02% | 268 |
|
|
2017
Q2 | $400K | Sell |
10,216
-1,462
| -13% | -$56.9K | 0.02% | 257 |
|
|
2017
Q1 | $452K | Sell |
11,678
-1,781
| -13% | -$68.1K | 0.03% | 240 |
|
|
2016
Q4 | $501K | Buy |
13,459
+543
| +4% | +$20.6K | 0.03% | 211 |
|
|
2016
Q3 | $510K | Buy |
12,916
+5,941
| +85% | +$237K | 0.04% | 204 |
|
|
2016
Q2 | $278K | Buy |
6,975
+1,042
| +18% | +$40.8K | 0.02% | 228 |
|
|
2016
Q1 | $232K | Buy |
5,933
+5,796
| +4,231% | +$222K | 0.02% | 225 |
|
|
2015
Q4 | $5K | Hold |
137
| – | – | ﹤0.01% | 526 |
|
|
2015
Q3 | $5K | Buy |
+137
| New | +$5.36K | ﹤0.01% | 503 |
|
Other funds holding PFF
FIB
