Core Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-467
| Closed | -$15.1K | – | 189 |
|
|
2024
Q1 | $15.1K | Hold |
467
| – | – | 0.01% | 162 |
|
|
2023
Q4 | $14.6K | Buy |
+467
| New | +$14.6K | 0.01% | 163 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$10K | – | 230 |
|
|
2022
Q2 | $10K | Sell |
300
-35
| -10% | -$1.17K | 0.01% | 143 |
|
|
2022
Q1 | $12K | Sell |
335
-6,898
| -95% | -$247K | 0.01% | 139 |
|
|
2021
Q4 | $285K | Buy |
7,233
+8
| +0.1% | +$315 | 0.17% | 32 |
|
|
2021
Q3 | $280K | Sell |
7,225
-597
| -8% | -$23.1K | 0.19% | 34 |
|
|
2021
Q2 | $308K | Buy |
7,822
+911
| +13% | +$35.9K | 0.21% | 30 |
|
|
2021
Q1 | $265K | Sell |
6,911
-228
| -3% | -$8.74K | 0.23% | 29 |
|
|
2020
Q4 | $275K | Buy |
7,139
+4
| +0.1% | +$154 | 0.25% | 30 |
|
|
2020
Q3 | $260K | Sell |
7,135
-2,793
| -28% | -$102K | 0.24% | 31 |
|
|
2020
Q2 | $344K | Sell |
9,928
-54,830
| -85% | -$1.9M | 0.3% | 32 |
|
|
2020
Q1 | $2.06M | Buy |
64,758
+16,441
| +34% | +$524K | 1.57% | 16 |
|
|
2019
Q4 | $1.82M | Buy |
+48,317
| New | +$1.82M | 1.04% | 22 |
|