DWMG
DB Wealth Management Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.12M | Buy |
35,872
+15,537
| +76% | +$485K | 0.64% | 35 |
|
|
2023
Q3 | $613K | Buy |
20,335
+2,875
| +16% | +$86.7K | 0.39% | 46 |
|
|
2023
Q2 | $540K | Buy |
17,460
+76
| +0.4% | +$2.35K | 0.33% | 54 |
|
|
2023
Q1 | $543K | Sell |
17,384
-145
| -0.8% | -$4.53K | 0.34% | 52 |
|
|
2022
Q4 | $535K | Sell |
17,529
-6,292
| -26% | -$192K | 0.35% | 51 |
|
|
2022
Q3 | $754K | Buy |
23,821
+724
| +3% | +$22.9K | 0.54% | 40 |
|
|
2022
Q2 | $759K | Sell |
23,097
-6,781
| -23% | -$223K | 0.52% | 44 |
|
|
2022
Q1 | $1.09M | Sell |
29,878
-104
| -0.3% | -$3.79K | 0.66% | 40 |
|
|
2021
Q4 | $1.18M | Buy |
29,982
+190
| +0.6% | +$7.49K | 0.7% | 41 |
|
|
2021
Q3 | $1.16M | Buy |
29,792
+1,270
| +4% | +$49.3K | 0.74% | 40 |
|
|
2021
Q2 | $1.12M | Buy |
28,522
+1,464
| +5% | +$57.6K | 0.72% | 41 |
|
|
2021
Q1 | $1.04M | Sell |
27,058
-819
| -3% | -$31.4K | 0.71% | 39 |
|
|
2020
Q4 | $1.07M | Buy |
+27,877
| New | +$1.07M | 0.79% | 36 |
|