Cyndeo 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 | $440K | Sell |
14,333
-3,205
| -18% | -$98.3K | 0.03% | 321 |
|
|
2025
Q1 | $539K | Buy |
17,538
+773
| +5% | +$23.8K | 0.04% | 286 |
|
|
2024
Q4 | $527K | Sell |
16,765
-125
| -0.7% | -$3.93K | 0.04% | 291 |
|
|
2024
Q3 | $561K | Sell |
16,890
-856
| -5% | -$28.4K | 0.04% | 283 |
|
|
2024
Q2 | $560K | Sell |
17,746
-84
| -0.5% | -$2.65K | 0.04% | 266 |
|
|
2024
Q1 | $575K | Buy |
17,830
+3,344
| +23% | +$108K | 0.05% | 248 |
|
|
2023
Q4 | $452K | Sell |
14,486
-712
| -5% | -$22.2K | 0.04% | 260 |
|
|
2023
Q3 | $458K | Hold |
15,198
| – | – | 0.05% | 231 |
|
|
2023
Q2 | $470K | Sell |
15,198
-3,322
| -18% | -$103K | 0.05% | 223 |
|
|
2023
Q1 | $578K | Buy |
18,520
+4,395
| +31% | +$137K | 0.06% | 207 |
|
|
2022
Q4 | $431K | Buy |
+14,125
| New | +$431K | 0.05% | 229 |
|