Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-22,144
| Closed | -$873K | – | 619 |
|
|
2021
Q4 | $873K | Buy |
22,144
+476
| +2% | +$18.8K | 0.15% | 58 |
|
|
2021
Q3 | $840K | Buy |
21,668
+4,088
| +23% | +$158K | 0.39% | 34 |
|
|
2021
Q2 | $691K | Buy |
17,580
+5,429
| +45% | +$213K | 0.35% | 37 |
|
|
2021
Q1 | $466K | Buy |
12,151
+3,827
| +46% | +$147K | 0.3% | 40 |
|
|
2020
Q4 | $320K | Buy |
+8,324
| New | +$320K | 0.23% | 55 |
|