Concord Wealth Partners’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
Q3 | $8.25K | Buy |
|
|||||
|
2025
Q2 | $7.88K | Buy |
|
|||||
|
2025
Q1 | $7.75K | Sell |
|
|||||
|
2024
Q4 | $29.5K | Buy |
|
|||||
|
2024
Q3 | $30.6K | Buy |
|
|||||
|
2024
Q2 | $28.6K | Sell |
|
|||||
|
2024
Q1 | $57.8K | Buy |
|
|||||
|
2023
Q4 | $27.6K | Buy |
|
|||||
|
2023
Q3 | $26K | Buy |
|
|||||
|
2023
Q2 | $26.3K | Sell |
|
|||||
|
2023
Q1 | $52.4K | Buy |
|
|||||
|
2022
Q4 | $50.7K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $53K | Buy |
|
|||||
|
2022
Q1 | $29K | Buy |
|
|||||
|
2021
Q4 | $31K | Buy |
|