Daymark 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
2024 Q1	–	Sell	-7,121	Closed	-$222K	–	441
2023 Q4	$222K	Sell	7,121 -3,000	-30%	-$93.6K	0.01%	370
2023 Q3	$305K	Sell	10,121 -200	-2%	-$6.03K	0.02%	302
2023 Q2	$319K	Buy	10,321 +394	+4%	+$12.2K	0.02%	292
2023 Q1	$310K	Buy	+9,927	New	+$310K	0.04%	238