Clearview Wealth Advisors’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
Q3 | – | Sell |
-310
| Closed | -$9.59K | – | 470 |
|
|
2023
Q2 | $9.59K | Buy |
310
+6
| +2% | +$186 | 0.01% | 369 |
|
|
2023
Q1 | $9.52K | Buy |
304
+3
| +1% | +$94 | 0.01% | 377 |
|
|
2022
Q4 | $9.2K | Sell |
301
-2,005
| -87% | -$61.3K | 0.01% | 340 |
|
|
2022
Q3 | $73K | Buy |
2,306
+30
| +1% | +$950 | 0.06% | 139 |
|
|
2022
Q2 | $75K | Buy |
2,276
+27
| +1% | +$890 | 0.06% | 147 |
|
|
2022
Q1 | $82K | Buy |
2,249
+14
| +0.6% | +$510 | 0.05% | 156 |
|
|
2021
Q4 | $88K | Buy |
2,235
+30
| +1% | +$1.18K | 0.05% | 167 |
|
|
2021
Q3 | $86K | Buy |
2,205
+26
| +1% | +$1.01K | 0.05% | 179 |
|
|
2021
Q2 | $86K | Buy |
2,179
+26
| +1% | +$1.03K | 0.05% | 180 |
|
|
2021
Q1 | $83K | Buy |
2,153
+17
| +0.8% | +$655 | 0.05% | 180 |
|
|
2020
Q4 | $82K | Buy |
+2,136
| New | +$82K | 0.06% | 154 |
|