Catamount Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $115K | Buy |
3,150
+1,550
| +97% | +$56.6K | 0.07% | 62 |
|
|
2018
Q4 | $58K | Sell |
1,600
-1,500
| -48% | -$54.4K | 0.04% | 68 |
|
|
2018
Q3 | $115K | Hold |
3,100
| – | – | 0.06% | 59 |
|
|
2018
Q2 | $116K | Hold |
3,100
| – | – | 0.06% | 54 |
|
|
2018
Q1 | $116K | Hold |
3,100
| – | – | 0.06% | 52 |
|
|
2017
Q4 | $118K | Sell |
3,100
-3,500
| -53% | -$133K | 0.07% | 49 |
|
|
2017
Q3 | $256K | Hold |
6,600
| – | – | 0.15% | 34 |
|
|
2017
Q2 | $259K | Sell |
6,600
-3,500
| -35% | -$137K | 0.16% | 37 |
|
|
2017
Q1 | $391K | Sell |
10,100
-6,700
| -40% | -$259K | 0.27% | 31 |
|
|
2016
Q4 | $625K | Sell |
16,800
-1,104
| -6% | -$41.1K | 0.51% | 25 |
|
|
2016
Q3 | $702K | Buy |
17,904
+2
| +0% | +$78 | 0.6% | 23 |
|
|
2016
Q2 | $714K | Buy |
+17,902
| New | +$714K | 0.82% | 15 |
|