FWA
FOCUS Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Buy |
72,435
+550
| +0.8% | +$16.9K | 1.15% | 25 |
|
|
2025
Q1 | $2.21M | Buy |
71,885
+2,751
| +4% | +$84.5K | 1.22% | 25 |
|
|
2024
Q4 | $2.17M | Buy |
69,134
+271
| +0.4% | +$8.52K | 1.15% | 26 |
|
|
2024
Q3 | $2.29M | Sell |
68,863
-998
| -1% | -$33.2K | 1.14% | 23 |
|
|
2024
Q2 | $2.2M | Buy |
69,861
+751
| +1% | +$23.7K | 1.13% | 22 |
|
|
2024
Q1 | $2.23M | Buy |
69,110
+2,197
| +3% | +$70.8K | 1.19% | 23 |
|
|
2023
Q4 | $2.09M | Buy |
66,913
+3,576
| +6% | +$112K | 1.32% | 21 |
|
|
2023
Q3 | $1.91M | Sell |
63,337
-230
| -0.4% | -$6.94K | 1.32% | 21 |
|
|
2023
Q2 | $1.97M | Sell |
63,567
-606
| -0.9% | -$18.7K | 1.33% | 20 |
|
|
2023
Q1 | $2M | Sell |
64,173
-841
| -1% | -$26.3K | 1.32% | 19 |
|
|
2022
Q4 | $1.98M | Sell |
65,014
-221
| -0.3% | -$6.75K | 1.37% | 18 |
|
|
2022
Q3 | $2.07M | Sell |
65,235
-379
| -0.6% | -$12K | 1.46% | 17 |
|
|
2022
Q2 | $2.16M | Buy |
65,614
+1,316
| +2% | +$43.3K | 1.48% | 13 |
|
|
2022
Q1 | $2.34M | Sell |
64,298
-952
| -1% | -$34.7K | 1.4% | 15 |
|
|
2021
Q4 | $2.57M | Buy |
65,250
+8,735
| +15% | +$344K | 1.54% | 16 |
|
|
2021
Q3 | $2.19M | Buy |
56,515
+1,142
| +2% | +$44.3K | 1.49% | 14 |
|
|
2021
Q2 | $2.18M | Buy |
55,373
+515
| +0.9% | +$20.3K | 1.52% | 14 |
|
|
2021
Q1 | $2.11M | Buy |
54,858
+689
| +1% | +$26.5K | 1.55% | 14 |
|
|
2020
Q4 | $2.09M | Buy |
+54,169
| New | +$2.09M | 1.61% | 15 |
|