Elevation Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$43K Sell
2025
Q2
$47.6K Hold
2025
Q1
$47.7K Hold
2024
Q4
$48.8K Sell
2024
Q3
$109K Hold
2024
Q2
$103K Hold
2024
Q1
$105K Sell
2023
Q4
$144K Buy