Evolution Wealth Advisors’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 | $432K | Hold |
14,064
| – | – | 0.06% | 107 |
|
|
2025
Q1 | $432K | Sell |
14,064
-419
| -3% | -$12.9K | 0.07% | 97 |
|
|
2024
Q4 | $455K | Hold |
14,483
| – | – | 0.08% | 95 |
|
|
2024
Q3 | $481K | Hold |
14,483
| – | – | 0.09% | 85 |
|
|
2024
Q2 | $457K | Buy |
14,483
+129
| +0.9% | +$4.07K | 0.09% | 86 |
|
|
2024
Q1 | $463K | Hold |
14,354
| – | – | 0.09% | 84 |
|
|
2023
Q4 | $448K | Hold |
14,354
| – | – | 0.09% | 85 |
|
|
2023
Q3 | $433K | Hold |
14,354
| – | – | 0.1% | 80 |
|
|
2023
Q2 | $444K | Buy |
14,354
+290
| +2% | +$8.97K | 0.1% | 76 |
|
|
2023
Q1 | $439K | Hold |
14,064
| – | – | 0.11% | 76 |
|
|
2022
Q4 | $429K | Hold |
14,064
| – | – | 0.11% | 80 |
|
|
2022
Q3 | $445K | Hold |
14,064
| – | – | 0.12% | 73 |
|
|
2022
Q2 | $462K | Buy |
14,064
+2,083
| +17% | +$68.4K | 0.12% | 73 |
|
|
2022
Q1 | $436K | Sell |
11,981
-8,800
| -42% | -$320K | 0.09% | 77 |
|
|
2021
Q4 | $819 | Buy |
20,781
+917
| +5% | +$36 | 0.12% | 56 |
|
|
2021
Q3 | $771K | Hold |
19,864
| – | – | 0.17% | 51 |
|
|
2021
Q2 | $781K | Hold |
19,864
| – | – | 0.16% | 64 |
|
|
2021
Q1 | $763K | Buy |
19,864
+2,090
| +12% | +$80.3K | 0.17% | 65 |
|
|
2020
Q4 | $684K | Buy |
+17,774
| New | +$684K | 0.15% | 68 |
|