Crown Oak 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 | $3.99M | Hold |
130,000
| – | – | 1.89% | 17 |
|
2025
Q1 | $3.99M | Hold |
130,000
| – | – | 2.02% | 16 |
|
2024
Q4 | $4.09M | Hold |
130,000
| – | – | 2.1% | 17 |
|
2024
Q3 | $4.32M | Hold |
130,000
| – | – | 2.4% | 17 |
|
2024
Q2 | $4.1M | Hold |
130,000
| – | – | 2.32% | 17 |
|
2024
Q1 | $4.19M | Hold |
130,000
| – | – | 2.31% | 17 |
|
2023
Q4 | $4.05M | Buy |
+130,000
| New | +$4.05M | 2.37% | 17 |
|