EWA
Etesian Wealth Advisors’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 | $1.38M | Sell |
44,983
-661
| -1% | -$20.3K | 0.51% | 53 |
|
|
2025
Q1 | $1.4M | Sell |
45,644
-2,156
| -5% | -$66.3K | 0.6% | 50 |
|
|
2024
Q4 | $1.5M | Sell |
47,800
-4,299
| -8% | -$135K | 0.66% | 42 |
|
|
2024
Q3 | $1.73M | Buy |
52,099
+14,299
| +38% | +$475K | 0.78% | 33 |
|
|
2024
Q2 | $1.19M | Sell |
37,800
-2,849
| -7% | -$89.9K | 0.67% | 48 |
|
|
2024
Q1 | $1.31M | Sell |
40,649
-2,647
| -6% | -$85.3K | 0.75% | 47 |
|
|
2023
Q4 | $1.36M | Sell |
43,296
-368
| -0.8% | -$11.5K | 0.81% | 44 |
|
|
2023
Q3 | $1.32M | Buy |
43,664
+85
| +0.2% | +$2.56K | 0.89% | 39 |
|
|
2023
Q2 | $1.35M | Sell |
43,579
-2,435
| -5% | -$75.3K | 0.88% | 40 |
|
|
2023
Q1 | $1.44M | Sell |
46,014
-2,423
| -5% | -$75.6K | 0.96% | 36 |
|
|
2022
Q4 | $1.48M | Buy |
+48,437
| New | +$1.48M | 1.08% | 35 |
|