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Confluence Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Confluence Wealth Management’s Portfolio PFF Stock Details PFF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-6,208
Closed -$242K – 135
2016
Q1 		$242K Sell
6,208
-1,790
-22% -$69.8K 0.11% 120
2015
Q4 		$311K Buy
+7,998
New +$311K 0.15% 104