Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $445K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $481K | Hold |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $463K | Hold |
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|
2023
Q4 | $448K | Hold |
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|
2023
Q3 | $433K | Hold |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $439K | Hold |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $462K | Buy |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $819 | Buy |
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|
2021
Q3 | $771K | Hold |
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|
2021
Q2 | $781K | Hold |
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|
2021
Q1 | $763K | Buy |
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|
2020
Q4 | $684K | Buy |
|