Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Sell |
11,907
-2,951
| -20% | -$90.5K | 0.08% | 112 |
|
|
2025
Q1 | $457K | Sell |
14,858
-13,931
| -48% | -$428K | 0.11% | 97 |
|
|
2024
Q4 | $905K | Buy |
28,789
+614
| +2% | +$19.3K | 0.22% | 72 |
|
|
2024
Q3 | $936K | Sell |
28,175
-1,929
| -6% | -$64.1K | 0.22% | 72 |
|
|
2024
Q2 | $950K | Sell |
30,104
-1,263
| -4% | -$39.8K | 0.24% | 67 |
|
|
2024
Q1 | $1.01M | Hold |
31,367
| – | – | 0.25% | 64 |
|
|
2023
Q4 | $978K | Buy |
31,367
+287
| +0.9% | +$8.95K | 0.26% | 62 |
|
|
2023
Q3 | $937K | Hold |
31,080
| – | – | 0.27% | 58 |
|
|
2023
Q2 | $961K | Buy |
+31,080
| New | +$961K | 0.28% | 56 |
|