Fiduciary Financial Services of The Southwest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.21M | Sell |
32,209
-332
| -1% | -$12.5K | 0.32% | 78 |
|
|
2019
Q3 | $1.22M | Sell |
32,541
-1,011
| -3% | -$37.9K | 0.33% | 75 |
|
|
2019
Q2 | $1.24M | Buy |
33,552
+2,640
| +9% | +$97.3K | 0.35% | 73 |
|
|
2019
Q1 | $1.13M | Sell |
30,912
-180
| -0.6% | -$6.58K | 0.33% | 76 |
|
|
2018
Q4 | $1.06M | Sell |
31,092
-80
| -0.3% | -$2.74K | 0.34% | 78 |
|
|
2018
Q3 | $1.16M | Sell |
31,172
-890
| -3% | -$33K | 0.32% | 76 |
|
|
2018
Q2 | $1.21M | Sell |
32,062
-2,205
| -6% | -$83.1K | 0.37% | 70 |
|
|
2018
Q1 | $1.29M | Sell |
34,267
-498
| -1% | -$18.7K | 0.39% | 70 |
|
|
2017
Q4 | $1.32M | Sell |
34,765
-4,495
| -11% | -$171K | 0.39% | 76 |
|
|
2017
Q3 | $1.52M | Sell |
39,260
-11,325
| -22% | -$440K | 0.46% | 69 |
|
|
2017
Q2 | $1.98M | Buy |
50,585
+4,921
| +11% | +$193K | 0.61% | 53 |
|
|
2017
Q1 | $1.77M | Buy |
45,664
+6,960
| +18% | +$269K | 0.56% | 60 |
|
|
2016
Q4 | $1.44M | Buy |
38,704
+592
| +2% | +$22K | 0.47% | 65 |
|
|
2016
Q3 | $1.51M | Buy |
38,112
+14,256
| +60% | +$563K | 0.48% | 65 |
|
|
2016
Q2 | $952K | Buy |
+23,856
| New | +$952K | 0.31% | 85 |
|