Core 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 | $363K | Hold |
11,824
| – | – | 0.18% | 107 |
|
|
2025
Q1 | $363K | Hold |
11,824
| – | – | 0.21% | 107 |
|
|
2024
Q4 | $372K | Hold |
11,824
| – | – | 0.21% | 102 |
|
|
2024
Q3 | $393K | Hold |
11,824
| – | – | 0.24% | 93 |
|
|
2024
Q2 | $373K | Hold |
11,824
| – | – | 0.25% | 83 |
|
|
2024
Q1 | $381K | Hold |
11,824
| – | – | 0.29% | 73 |
|
|
2023
Q4 | $369K | Sell |
11,824
-300
| -2% | -$9.36K | 0.3% | 66 |
|
|
2023
Q3 | $366K | Hold |
12,124
| – | – | 0.33% | 62 |
|
|
2023
Q2 | $375K | Sell |
12,124
-3,250
| -21% | -$101K | 0.35% | 65 |
|
|
2023
Q1 | $480K | Buy |
15,374
+13,327
| +651% | +$416K | 0.48% | 54 |
|
|
2022
Q4 | $260K | Buy |
+2,047
| New | +$260K | 0.29% | 75 |
|