Evoke Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,686
| Closed | -$205K | – | 600 |
|
|
2025
Q1 | $205K | Buy |
6,686
+56
| +0.8% | +$1.72K | 0.01% | 419 |
|
|
2024
Q4 | $208K | Sell |
6,630
-11,397
| -63% | -$358K | 0.01% | 404 |
|
|
2024
Q3 | $599K | Buy |
+18,027
| New | +$599K | 0.02% | 231 |
|
|
2024
Q2 | – | Sell |
-18,377
| Closed | -$592K | – | 311 |
|
|
2024
Q1 | $592K | Buy |
+18,377
| New | +$592K | 0.02% | 223 |
|
|
2023
Q4 | – | Sell |
-45,873
| Closed | -$1.38M | – | 280 |
|
|
2023
Q3 | $1.38M | Buy |
45,873
+23,332
| +104% | +$704K | 0.05% | 148 |
|
|
2023
Q2 | $697K | Buy |
22,541
+115
| +0.5% | +$3.56K | 0.02% | 192 |
|
|
2023
Q1 | $700K | Buy |
22,426
+76
| +0.3% | +$2.37K | 0.03% | 185 |
|
|
2022
Q4 | $682K | Buy |
22,350
+8,250
| +59% | +$252K | 0.02% | 189 |
|
|
2022
Q3 | $447K | Hold |
14,100
| – | – | 0.02% | 220 |
|
|
2022
Q2 | $464K | Hold |
14,100
| – | – | 0.02% | 227 |
|
|
2022
Q1 | $514K | Sell |
14,100
-900
| -6% | -$32.8K | 0.02% | 232 |
|
|
2021
Q4 | $591K | Buy |
15,000
+700
| +5% | +$27.6K | 0.02% | 224 |
|
|
2021
Q3 | $554K | Buy |
14,300
+1,900
| +15% | +$73.6K | 0.02% | 220 |
|
|
2021
Q2 | $488K | Buy |
12,400
+3,700
| +43% | +$146K | 0.02% | 238 |
|
|
2021
Q1 | $334K | Hold |
8,700
| – | – | 0.02% | 250 |
|
|
2020
Q4 | $335K | Buy |
8,700
+7,800
| +867% | +$300K | 0.02% | 185 |
|
|
2020
Q3 | $33K | Sell |
900
-708
| -44% | -$26K | ﹤0.01% | 413 |
|
|
2020
Q2 | $56K | Hold |
1,608
| – | – | 0.01% | 338 |
|
|
2020
Q1 | $51.2K | Buy |
+1,608
| New | +$51.2K | 0.01% | 342 |
|
|
2019
Q4 | – | Sell |
-2,499
| Closed | -$93.8K | – | 1411 |
|
|
2019
Q3 | $93.8K | Buy |
+2,499
| New | +$93.8K | 0.01% | 377 |
|