Concord Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88K | Buy |
257
+5
| +2% | +$153 | ﹤0.01% | 572 |
|
|
2025
Q1 | $7.75K | Sell |
252
-688
| -73% | -$21.2K | ﹤0.01% | 535 |
|
|
2024
Q4 | $29.5K | Buy |
940
+19
| +2% | +$597 | ﹤0.01% | 406 |
|
|
2024
Q3 | $30.6K | Buy |
921
+14
| +2% | +$465 | 0.01% | 404 |
|
|
2024
Q2 | $28.6K | Sell |
907
-886
| -49% | -$27.9K | 0.01% | 377 |
|
|
2024
Q1 | $57.8K | Buy |
1,793
+910
| +103% | +$29.3K | 0.01% | 329 |
|
|
2023
Q4 | $27.6K | Buy |
883
+20
| +2% | +$624 | 0.01% | 437 |
|
|
2023
Q3 | $26K | Buy |
863
+13
| +2% | +$392 | 0.01% | 472 |
|
|
2023
Q2 | $26.3K | Sell |
850
-829
| -49% | -$25.6K | 0.01% | 464 |
|
|
2023
Q1 | $52.4K | Buy |
1,679
+19
| +1% | +$593 | 0.01% | 342 |
|
|
2022
Q4 | $50.7K | Buy |
+1,660
| New | +$50.7K | 0.02% | 373 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$53K | – | 845 |
|
|
2022
Q2 | $53K | Buy |
1,600
+813
| +103% | +$26.9K | 0.01% | 363 |
|
|
2022
Q1 | $29K | Buy |
787
+5
| +0.6% | +$184 | 0.01% | 552 |
|
|
2021
Q4 | $31K | Buy |
+782
| New | +$31K | 0.01% | 552 |
|