Cascade Financial Partners’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
Q2 | $678K | Buy |
22,106
+5,500
| +33% | +$169K | 0.08% | 142 |
|
|
2025
Q1 | $510K | Buy |
16,606
+1,464
| +10% | +$45K | 0.06% | 154 |
|
|
2024
Q4 | $476K | Buy |
15,142
+1,100
| +8% | +$34.6K | 0.06% | 144 |
|
|
2024
Q3 | $467K | Sell |
14,042
-1,300
| -8% | -$43.2K | 0.06% | 148 |
|
|
2024
Q2 | $484K | Buy |
15,342
+316
| +2% | +$9.97K | 0.06% | 142 |
|
|
2024
Q1 | $470K | Buy |
+15,026
| New | +$470K | 0.07% | 140 |
|