ClientFirst Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $751K | Hold |
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2025
Q1 | $753K | Sell |
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2024
Q4 | $773K | Buy |
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2023
Q3 | $973K | Buy |
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2023
Q2 | $991K | Hold |
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2023
Q1 | $1M | Hold |
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2022
Q4 | $981K | Sell |
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2022
Q3 | $1.27M | Sell |
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2022
Q2 | $1.4M | Buy |
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2022
Q1 | $1.51M | Sell |
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2021
Q4 | $1.5M | Buy |
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