Centric 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-52,200
| Closed | -$1.9M | – | 150 |
|
|
2022
Q1 | $1.9M | Buy |
52,200
+2,334
| +5% | +$85K | 0.6% | 41 |
|
|
2021
Q4 | $1.97M | Sell |
49,866
-44,740
| -47% | -$1.76M | 0.65% | 37 |
|
|
2021
Q3 | $3.67M | Buy |
94,606
+4,068
| +4% | +$158K | 1.35% | 9 |
|
|
2021
Q2 | $3.56M | Buy |
90,538
+3,518
| +4% | +$138K | 1.23% | 9 |
|
|
2021
Q1 | $3.34M | Buy |
87,020
+1,299
| +2% | +$49.9K | 0.95% | 15 |
|
|
2020
Q4 | $3.3M | Buy |
+85,721
| New | +$3.3M | 1.03% | 15 |
|