EverSource Wealth Advisors’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
2026 Q1	$3.47K	Buy	114 +36	+46%	+$1.13K	﹤0.01%	3430
2025 Q4	$2.42K	Buy	+78	New	+$2.43K	﹤0.01%	3427
2025 Q1	–	Sell	-2,462	Closed	-$77.4K	–	4149
2024 Q4	$77.4K	Buy	+2,462	New	+$80.4K	﹤0.01%	999
2024 Q1	–	Sell	-254	Closed	-$7.94K	–	2971
2023 Q4	$7.94K	Buy	254 +5	+2%	+$149	﹤0.01%	1668
2023 Q3	$7.5K	Sell	249 -646	-72%	-$19.7K	﹤0.01%	1529
2023 Q2	$27.7K	Buy	895 +654	+271%	+$20K	﹤0.01%	1031
2023 Q1	$7.52K	Sell	241 -797	-77%	-$25.6K	﹤0.01%	1491
2022 Q4	$31.7K	Sell	1,038 -24,690	-96%	-$768K	﹤0.01%	929
2022 Q3	$814K	Buy	25,728 +25,499	+11,135%	+$855K	0.19%	102
2022 Q2	$8K	Buy	229 +2	+0.9%	+$68	﹤0.01%	1122
2022 Q1	$8K	Buy	227 +2	+0.9%	+$74	﹤0.01%	1091
2021 Q4	$9K	Buy	+225	New	+$8.74K	﹤0.01%	1011