Cornerstone Planning Group’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 | $96.8K | Buy |
3,103
+2,935
| +1,747% | +$91.6K | 0.02% | 147 |
|
2025
Q1 | $5.02K | Buy |
168
+3
| +2% | +$90 | ﹤0.01% | 734 |
|
2024
Q4 | $5.32K | Buy |
165
+3
| +2% | +$97 | ﹤0.01% | 566 |
|
2024
Q3 | $5.34K | Buy |
162
+2
| +1% | +$66 | ﹤0.01% | 555 |
|
2024
Q2 | $4.99K | Hold |
160
| – | – | ﹤0.01% | 577 |
|
2024
Q1 | $5.05K | Hold |
160
| – | – | ﹤0.01% | 513 |
|
2023
Q4 | $4.99K | Sell |
160
-341
| -68% | -$10.6K | ﹤0.01% | 522 |
|
2023
Q3 | $15.1K | Sell |
501
-384
| -43% | -$11.6K | 0.01% | 351 |
|
2023
Q2 | $27.4K | Buy |
+885
| New | +$27.4K | 0.01% | 355 |
|
2022
Q4 | $81.6K | Buy |
+2,481
| New | +$81.6K | 0.03% | 185 |
|