FW
FirstPurpose Wealth’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.89M | Sell |
59,955
-12,961
| -18% | -$408K | 0.69% | 22 |
|
|
2023
Q4 | $2.27M | Sell |
72,916
-30,782
| -30% | -$960K | 0.87% | 20 |
|
|
2023
Q3 | $3.13M | Sell |
103,698
-62,217
| -37% | -$1.88M | 1.35% | 15 |
|
|
2023
Q2 | $5.13M | Sell |
165,915
-17,438
| -10% | -$539K | 2.2% | 8 |
|
|
2023
Q1 | $5.72M | Sell |
183,353
-1,494
| -0.8% | -$46.6K | 2.82% | 5 |
|
|
2022
Q4 | $5.64M | Buy |
184,847
+1,986
| +1% | +$60.6K | 3.15% | 5 |
|
|
2022
Q3 | $5.79M | Sell |
182,861
-14,618
| -7% | -$463K | 3.82% | 3 |
|
|
2022
Q2 | $6.49M | Sell |
197,479
-8,918
| -4% | -$293K | 4.36% | 3 |
|
|
2022
Q1 | $7.52M | Buy |
206,397
+928
| +0.5% | +$33.8K | 5.86% | 3 |
|
|
2021
Q4 | $8.1M | Buy |
+205,469
| New | +$8.1M | 5.09% | 5 |
|