FWM
FFT Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-18,117
| Closed | -$662K | – | 28 |
|
|
2019
Q1 | $662K | Buy |
18,117
+7,682
| +74% | +$281K | 0.25% | 25 |
|
|
2018
Q4 | $357K | Buy |
10,435
+3,117
| +43% | +$107K | 0.16% | 28 |
|
|
2018
Q3 | $272K | Sell |
7,318
-5,653
| -44% | -$210K | 0.1% | 30 |
|
|
2018
Q2 | $489K | Buy |
12,971
+3,533
| +37% | +$133K | 0.18% | 27 |
|
|
2018
Q1 | $354K | Sell |
9,438
-363
| -4% | -$13.6K | 0.14% | 29 |
|
|
2017
Q4 | $373K | Buy |
9,801
+2,111
| +27% | +$80.3K | 0.14% | 29 |
|
|
2017
Q3 | $298K | Sell |
7,690
-26,851
| -78% | -$1.04M | 0.13% | 28 |
|
|
2017
Q2 | $1.35M | Buy |
34,541
+486
| +1% | +$19K | 0.43% | 31 |
|
|
2017
Q1 | $1.32M | Sell |
34,055
-112,903
| -77% | -$4.37M | 0.42% | 30 |
|
|
2016
Q4 | $5.47M | Sell |
146,958
-13,791
| -9% | -$513K | 1.26% | 19 |
|
|
2016
Q3 | $6.32M | Sell |
160,749
-22,616
| -12% | -$889K | 2.68% | 13 |
|
|
2016
Q2 | $7.26M | Buy |
183,365
+1,950
| +1% | +$77.2K | 2.86% | 11 |
|
|
2016
Q1 | $7.08M | Buy |
181,415
+148,557
| +452% | +$5.8M | 3.07% | 10 |
|
|
2015
Q4 | $1.28M | Buy |
+32,858
| New | +$1.28M | 1.03% | 18 |
|