Certified Advisory Corp’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,311
| Closed | -$251K | – | 304 |
|
2023
Q3 | $251K | Sell |
8,311
-459
| -5% | -$13.8K | 0.05% | 207 |
|
2023
Q2 | $271K | Sell |
8,770
-865
| -9% | -$26.8K | 0.05% | 195 |
|
2023
Q1 | $301K | Buy |
9,635
+636
| +7% | +$19.9K | 0.05% | 195 |
|
2022
Q4 | $275K | Buy |
+8,999
| New | +$275K | 0.05% | 196 |
|
2022
Q2 | – | Sell |
-8,101
| Closed | -$295K | – | 248 |
|
2022
Q1 | $295K | Buy |
8,101
+2,427
| +43% | +$88.4K | 0.06% | 186 |
|
2021
Q4 | $224K | Buy |
+5,674
| New | +$224K | 0.05% | 203 |
|
2020
Q2 | – | Sell |
-1,087
| Closed | -$35K | – | 802 |
|
2020
Q1 | $35K | Buy |
+1,087
| New | +$35K | 0.01% | 332 |
|