DWM
Darwin Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Buy |
1,342
+7
| +0.5% | +$215 | 0.01% | 222 |
|
|
2025
Q1 | $42K | Hold |
1,335
| – | – | 0.01% | 238 |
|
|
2024
Q4 | $42K | Sell |
1,335
-33
| -2% | -$1.04K | 0.01% | 238 |
|
|
2024
Q3 | $45.5K | Buy |
+1,368
| New | +$45.5K | 0.01% | 243 |
|
|
2020
Q2 | – | Sell |
-7,296
| Closed | -$232K | – | 583 |
|
|
2020
Q1 | $232K | Buy |
7,296
+1,427
| +24% | +$45.4K | 0.07% | 117 |
|
|
2019
Q4 | $221K | Buy |
+5,869
| New | +$221K | 0.06% | 144 |
|
|
2017
Q4 | – | Sell |
-6,206
| Closed | -$241K | – | 165 |
|
|
2017
Q3 | $241K | Sell |
6,206
-248
| -4% | -$9.63K | 0.23% | 82 |
|
|
2017
Q2 | $253K | Sell |
6,454
-1,634
| -20% | -$64.1K | 0.14% | 115 |
|
|
2017
Q1 | $313K | Buy |
8,088
+846
| +12% | +$32.7K | 0.18% | 103 |
|
|
2016
Q4 | $269K | Sell |
7,242
-76,544
| -91% | -$2.84M | 0.18% | 92 |
|
|
2016
Q3 | $3.31M | Buy |
83,786
+13,468
| +19% | +$532K | 2.56% | 9 |
|
|
2016
Q2 | $2.81M | Buy |
+70,318
| New | +$2.81M | 2.39% | 8 |
|