CWA
Clarus Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,266
| Closed | -$355K | – | 116 |
|
|
2021
Q3 | $355K | Hold |
9,266
| – | – | 0.22% | 73 |
|
|
2021
Q2 | $365K | Hold |
9,266
| – | – | 0.23% | 74 |
|
|
2021
Q1 | $358K | Sell |
9,266
-623
| -6% | -$24.1K | 0.22% | 92 |
|
|
2020
Q4 | $373K | Hold |
9,889
| – | – | 0.25% | 80 |
|
|
2020
Q3 | $364K | Sell |
9,889
-3,387
| -26% | -$125K | 0.28% | 69 |
|
|
2020
Q2 | $460K | Sell |
13,276
-2,969
| -18% | -$103K | 0.39% | 58 |
|
|
2020
Q1 | $488K | Buy |
16,245
+335
| +2% | +$10.1K | 0.49% | 61 |
|
|
2019
Q4 | $602K | Buy |
15,910
+626
| +4% | +$23.7K | 0.4% | 69 |
|
|
2019
Q3 | $574K | Buy |
15,284
+2,350
| +18% | +$88.3K | 0.42% | 54 |
|
|
2019
Q2 | $477K | Buy |
12,934
+5,423
| +72% | +$200K | 0.34% | 48 |
|
|
2019
Q1 | $275K | Buy |
7,511
+752
| +11% | +$27.5K | 0.21% | 68 |
|
|
2018
Q4 | $231K | Sell |
6,759
-282
| -4% | -$9.64K | 0.36% | 62 |
|
|
2018
Q3 | $261K | Sell |
7,041
-912
| -11% | -$33.8K | 0.17% | 85 |
|
|
2018
Q2 | $299K | Hold |
7,953
| – | – | 0.23% | 51 |
|
|
2018
Q1 | $299K | Buy |
7,953
+227
| +3% | +$8.53K | 0.28% | 51 |
|
|
2017
Q4 | $294K | Buy |
+7,726
| New | +$294K | 0.28% | 59 |
|