Crewe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
66,495
-101,370
| -60% | -$3.11M | 0.29% | 40 |
|
|
2025
Q1 | $5.16M | Sell |
167,865
-5,988
| -3% | -$184K | 0.73% | 25 |
|
|
2024
Q4 | $5.47M | Sell |
173,853
-2,832
| -2% | -$89K | 0.75% | 23 |
|
|
2024
Q3 | $5.87M | Sell |
176,685
-15,067
| -8% | -$501K | 0.68% | 25 |
|
|
2024
Q2 | $6.05M | Sell |
191,752
-21,824
| -10% | -$689K | 0.68% | 27 |
|
|
2024
Q1 | $6.88M | Sell |
213,576
-59,328
| -22% | -$1.91M | 0.8% | 25 |
|
|
2023
Q4 | $8.51M | Sell |
272,904
-95,101
| -26% | -$2.97M | 1.35% | 18 |
|
|
2023
Q3 | $11.1M | Buy |
368,005
+27,460
| +8% | +$828K | 1.92% | 15 |
|
|
2023
Q2 | $10.5M | Buy |
340,545
+29,833
| +10% | +$923K | 1.48% | 19 |
|
|
2023
Q1 | $9.7M | Buy |
310,712
+248,857
| +402% | +$7.77M | 1.42% | 20 |
|
|
2022
Q4 | $1.89M | Buy |
61,855
+14,213
| +30% | +$434K | 0.3% | 38 |
|
|
2022
Q3 | $1.51M | Buy |
47,642
+24,747
| +108% | +$784K | 0.27% | 37 |
|
|
2022
Q2 | $753K | Buy |
22,895
+15,637
| +215% | +$514K | 0.17% | 42 |
|
|
2022
Q1 | $264K | Sell |
7,258
-2,072
| -22% | -$75.4K | 0.05% | 91 |
|
|
2021
Q4 | $368K | Buy |
9,330
+3,148
| +51% | +$124K | 0.07% | 57 |
|
|
2021
Q3 | $240K | Hold |
6,182
| – | – | 0.06% | 60 |
|
|
2021
Q2 | $243K | Hold |
6,182
| – | – | 0.06% | 59 |
|
|
2021
Q1 | $237K | Hold |
6,182
| – | – | 0.06% | 53 |
|
|
2020
Q4 | $238K | Hold |
6,182
| – | – | 0.1% | 52 |
|
|
2020
Q3 | $225K | Hold |
6,182
| – | – | 0.11% | 43 |
|
|
2020
Q2 | $214K | Sell |
6,182
-5,110
| -45% | -$177K | 0.1% | 46 |
|
|
2020
Q1 | $360K | Sell |
11,292
-7,444
| -40% | -$237K | 0.21% | 30 |
|
|
2019
Q4 | $704K | Hold |
18,736
| – | – | 0.31% | 26 |
|
|
2019
Q3 | $703K | Sell |
18,736
-437
| -2% | -$16.4K | 0.32% | 25 |
|
|
2019
Q2 | $707K | Hold |
19,173
| – | – | 0.23% | 28 |
|
|
2019
Q1 | $701K | Sell |
19,173
-3,670
| -16% | -$134K | 0.22% | 24 |
|
|
2018
Q4 | $782K | Buy |
22,843
+19,344
| +553% | +$662K | 0.25% | 24 |
|
|
2018
Q3 | $130K | Hold |
3,499
| – | – | 0.11% | 70 |
|
|
2018
Q2 | $132K | Hold |
3,499
| – | – | 0.12% | 65 |
|
|
2018
Q1 | $131K | Hold |
3,499
| – | – | 0.13% | 66 |
|
|
2017
Q4 | $133K | Buy |
+3,499
| New | +$133K | 0.13% | 64 |
|