Douglass Winthrop Advisors’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 | $384K | Hold |
12,500
| – | – | 0.01% | 216 |
|
2025
Q1 | $384K | Hold |
12,500
| – | – | 0.01% | 214 |
|
2024
Q4 | $393K | Buy |
12,500
+2,500
| +25% | +$78.6K | 0.01% | 225 |
|
2024
Q3 | $332K | Hold |
10,000
| – | – | 0.01% | 234 |
|
2024
Q2 | $316K | Buy |
10,000
+1,800
| +22% | +$56.8K | 0.01% | 225 |
|
2024
Q1 | $264K | Hold |
8,200
| – | – | 0.01% | 255 |
|
2023
Q4 | $256K | Buy |
8,200
+800
| +11% | +$25K | 0.01% | 223 |
|
2023
Q3 | $223K | Buy |
+7,400
| New | +$223K | 0.01% | 222 |
|