CWM
Collaborative 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 | – | Sell |
-7,561
| Closed | -$232K | – | 186 |
|
|
2025
Q1 | $232K | Sell |
7,561
-1,420
| -16% | -$43.6K | 0.11% | 150 |
|
|
2024
Q4 | $282K | Sell |
8,981
-898
| -9% | -$28.2K | 0.13% | 136 |
|
|
2024
Q3 | $328K | Hold |
9,879
| – | – | 0.15% | 122 |
|
|
2024
Q2 | $312K | Hold |
9,879
| – | – | 0.15% | 119 |
|
|
2024
Q1 | $318K | Buy |
9,879
+608
| +7% | +$19.6K | 0.16% | 118 |
|
|
2023
Q4 | $289K | Hold |
9,271
| – | – | 0.16% | 122 |
|
|
2023
Q3 | $280K | Sell |
9,271
-529
| -5% | -$15.9K | 0.17% | 123 |
|
|
2023
Q2 | $303K | Sell |
9,800
-224
| -2% | -$6.93K | 0.18% | 123 |
|
|
2023
Q1 | $313K | Sell |
10,024
-2,096
| -17% | -$65.4K | 0.2% | 120 |
|
|
2022
Q4 | $370K | Hold |
12,120
| – | – | 0.24% | 107 |
|
|
2022
Q3 | $384K | Sell |
12,120
-685
| -5% | -$21.7K | 0.27% | 96 |
|
|
2022
Q2 | $421K | Buy |
+12,805
| New | +$421K | 0.28% | 102 |
|
|
2021
Q4 | $507K | Buy |
+12,866
| New | +$507K | 0.28% | 116 |
|
|
2021
Q1 | $470K | Buy |
+12,894
| New | +$470K | 0.27% | 112 |
|