DWM
Diversify 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 | $760K | Buy |
24,242
+602
| +3% | +$18.9K | 0.05% | 311 |
|
|
2025
Q1 | $717K | Sell |
23,640
-8,973
| -28% | -$272K | 0.05% | 287 |
|
|
2024
Q4 | $1.01M | Sell |
32,613
-6,960
| -18% | -$216K | 0.08% | 218 |
|
|
2024
Q3 | $1.3M | Sell |
39,573
-1,463
| -4% | -$48.2K | 0.13% | 172 |
|
|
2024
Q2 | $1.28M | Buy |
+41,036
| New | +$1.28M | 0.16% | 137 |
|