Finer Wealth Management’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 | $289K | Sell |
9,430
-2,786
| -23% | -$85.5K | 0.15% | 75 |
|
|
2025
Q1 | $375K | Sell |
12,216
-1,052
| -8% | -$32.3K | 0.22% | 64 |
|
|
2024
Q4 | $417K | Sell |
13,268
-4,756
| -26% | -$150K | 0.24% | 62 |
|
|
2024
Q3 | $599K | Sell |
18,024
-9,898
| -35% | -$329K | 0.37% | 51 |
|
|
2024
Q2 | $881K | Sell |
27,922
-10,524
| -27% | -$332K | 0.57% | 38 |
|
|
2024
Q1 | $1.24M | Sell |
38,446
-8,112
| -17% | -$261K | 0.81% | 33 |
|
|
2023
Q4 | $1.45M | Sell |
46,558
-6,879
| -13% | -$215K | 1.08% | 30 |
|
|
2023
Q3 | $1.61M | Sell |
53,437
-3,331
| -6% | -$100K | 1.29% | 27 |
|
|
2023
Q2 | $1.76M | Sell |
56,768
-672
| -1% | -$20.8K | 1.37% | 27 |
|
|
2023
Q1 | $1.79M | Sell |
57,440
-5,845
| -9% | -$182K | 1.52% | 25 |
|
|
2022
Q4 | $1.93M | Sell |
63,285
-17,556
| -22% | -$536K | 1.81% | 21 |
|
|
2022
Q3 | $2.56M | Sell |
80,841
-1,115
| -1% | -$35.3K | 2.52% | 11 |
|
|
2022
Q2 | $2.7M | Buy |
81,956
+4,969
| +6% | +$163K | 2.46% | 12 |
|
|
2022
Q1 | $2.8M | Buy |
76,987
+17,595
| +30% | +$641K | 2.29% | 11 |
|
|
2021
Q4 | $2.34M | Buy |
+59,392
| New | +$2.34M | 1.94% | 18 |
|