EWA
EverSource 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
Q1 | – | Sell |
-2,462
| Closed | -$77.4K | – | 4147 |
|
|
2024
Q4 | $77.4K | Buy |
+2,462
| New | +$77.4K | ﹤0.01% | 999 |
|
|
2024
Q1 | – | Sell |
-254
| Closed | -$7.94K | – | 2971 |
|
|
2023
Q4 | $7.94K | Buy |
254
+5
| +2% | +$156 | ﹤0.01% | 1668 |
|
|
2023
Q3 | $7.5K | Sell |
249
-646
| -72% | -$19.4K | ﹤0.01% | 1529 |
|
|
2023
Q2 | $27.7K | Buy |
895
+654
| +271% | +$20.2K | ﹤0.01% | 1031 |
|
|
2023
Q1 | $7.52K | Sell |
241
-797
| -77% | -$24.9K | ﹤0.01% | 1490 |
|
|
2022
Q4 | $31.7K | Sell |
1,038
-24,690
| -96% | -$754K | ﹤0.01% | 929 |
|
|
2022
Q3 | $814K | Buy |
25,728
+25,499
| +11,135% | +$807K | 0.19% | 102 |
|
|
2022
Q2 | $8K | Buy |
229
+2
| +0.9% | +$70 | ﹤0.01% | 1122 |
|
|
2022
Q1 | $8K | Buy |
227
+2
| +0.9% | +$70 | ﹤0.01% | 1091 |
|
|
2021
Q4 | $9K | Buy |
+225
| New | +$9K | ﹤0.01% | 1011 |
|