Castleview 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
Q1 | – | Sell |
-8,119
| Closed | -$258K | – | 446 |
|
|
2024
Q4 | $258K | Sell |
8,119
-785
| -9% | -$25K | 0.14% | 158 |
|
|
2024
Q3 | $296K | Sell |
8,904
-967
| -10% | -$32.1K | 0.17% | 140 |
|
|
2024
Q2 | $311K | Sell |
9,871
-3,098
| -24% | -$97.7K | 0.18% | 130 |
|
|
2024
Q1 | $418K | Sell |
12,969
-289
| -2% | -$9.31K | 0.23% | 102 |
|
|
2023
Q4 | $414K | Buy |
13,258
+12,349
| +1,359% | +$385K | 0.29% | 75 |
|
|
2023
Q3 | $27.4K | Sell |
909
-212
| -19% | -$6.39K | 0.03% | 329 |
|
|
2023
Q2 | $34.7K | Buy |
1,121
+199
| +22% | +$6.16K | 0.03% | 306 |
|
|
2023
Q1 | $28.8K | Hold |
922
| – | – | 0.03% | 311 |
|
|
2022
Q4 | $28.1K | Hold |
922
| – | – | 0.03% | 278 |
|
|
2022
Q3 | $29K | Buy |
922
+814
| +754% | +$25.6K | 0.03% | 300 |
|
|
2022
Q2 | $6.49K | Sell |
108
-876
| -89% | -$52.7K | 0.01% | 507 |
|
|
2022
Q1 | $35K | Sell |
984
-49,254
| -98% | -$1.75M | 0.02% | 386 |
|
|
2021
Q4 | $1.27K | Buy |
+50,238
| New | +$1.27K | 0.01% | 354 |
|