Elevation 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.6K | Hold |
1,551
| – | – | 0.02% | 241 |
|
|
2025
Q1 | $47.7K | Hold |
1,551
| – | – | 0.02% | 229 |
|
|
2024
Q4 | $48.8K | Sell |
1,551
-1,717
| -53% | -$54K | 0.02% | 232 |
|
|
2024
Q3 | $109K | Hold |
3,268
| – | – | 0.05% | 156 |
|
|
2024
Q2 | $103K | Hold |
3,268
| – | – | 0.05% | 156 |
|
|
2024
Q1 | $105K | Sell |
3,268
-1,500
| -31% | -$48.3K | 0.05% | 156 |
|
|
2023
Q4 | $144K | Buy |
+4,768
| New | +$144K | 0.09% | 122 |
|