CWM
ClientFirst Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Hold |
24,494
| – | – | 0.77% | 16 |
|
|
2025
Q1 | $753K | Sell |
24,494
-100
| -0.4% | -$3.07K | 0.85% | 16 |
|
|
2024
Q4 | $773K | Buy |
+24,594
| New | +$773K | 0.78% | 16 |
|
|
2023
Q3 | $973K | Buy |
32,624
+500
| +2% | +$14.9K | 1.18% | 13 |
|
|
2023
Q2 | $991K | Hold |
32,124
| – | – | 1.18% | 12 |
|
|
2023
Q1 | $1M | Hold |
32,124
| – | – | 1.34% | 10 |
|
|
2022
Q4 | $981K | Sell |
32,124
-8,000
| -20% | -$244K | 1.25% | 10 |
|
|
2022
Q3 | $1.27M | Sell |
40,124
-2,300
| -5% | -$72.9K | 1.58% | 10 |
|
|
2022
Q2 | $1.4M | Buy |
42,424
+1,000
| +2% | +$32.9K | 2.12% | 10 |
|
|
2022
Q1 | $1.51M | Sell |
41,424
-200
| -0.5% | -$7.28K | 1.39% | 10 |
|
|
2021
Q4 | $1.5M | Buy |
+41,624
| New | +$1.5M | 1.34% | 10 |
|