Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-725
| Closed | -$22.1K | – | 576 |
|
|
2022
Q4 | $22.1K | Hold |
725
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $23K | Hold |
725
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $24K | Hold |
725
| – | – | ﹤0.01% | 332 |
|
|
2022
Q1 | $26K | Hold |
725
| – | – | ﹤0.01% | 350 |
|
|
2021
Q4 | $29K | Hold |
725
| – | – | 0.01% | 329 |
|
|
2021
Q3 | $28K | Sell |
725
-600
| -45% | -$23.2K | 0.01% | 314 |
|
|
2021
Q2 | $52K | Buy |
+1,325
| New | +$52K | 0.01% | 281 |
|
|
2018
Q4 | – | Sell |
-11,908
| Closed | -$442K | – | 147 |
|
|
2018
Q3 | $442K | Sell |
11,908
-1,000
| -8% | -$37.1K | 0.14% | 81 |
|
|
2018
Q2 | $487K | Sell |
12,908
-1,892
| -13% | -$71.4K | 0.16% | 71 |
|
|
2018
Q1 | $556K | Buy |
14,800
+380
| +3% | +$14.3K | 0.19% | 65 |
|
|
2017
Q4 | $549K | Buy |
+14,420
| New | +$549K | 0.2% | 55 |
|