Elk River Wealth Management’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
2022
Q2
Sell
-15,759
Closed -$574K 115
2022
Q1
$574K Sell
15,759
-1,119
-7% -$40.8K 0.13% 75
2021
Q4
$665K Sell
16,878
-2,688
-14% -$106K 0.15% 73
2021
Q3
$759K Buy
19,566
+1
+0% +$39 0.19% 63
2021
Q2
$770K Sell
19,565
-744
-4% -$29.3K 0.2% 65
2021
Q1
$780K Buy
20,309
+500
+3% +$19.2K 0.22% 65
2020
Q4
$763K Buy
+19,809
New +$763K 0.25% 68