Fortem Financial Group’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 | $251K | Sell |
8,189
-5,222
| -39% | -$160K | 0.08% | 146 |
|
2025
Q1 | $412K | Sell |
13,411
-837
| -6% | -$25.7K | 0.16% | 132 |
|
2024
Q4 | $448K | Hold |
14,248
| – | – | 0.17% | 124 |
|
2024
Q3 | $473K | Sell |
14,248
-315
| -2% | -$10.5K | 0.19% | 118 |
|
2024
Q2 | $459K | Hold |
14,563
| – | – | 0.2% | 114 |
|
2024
Q1 | $469K | Sell |
14,563
-317
| -2% | -$10.2K | 0.21% | 116 |
|
2023
Q4 | $464K | Buy |
14,880
+632
| +4% | +$19.7K | 0.23% | 108 |
|
2023
Q3 | $430K | Sell |
14,248
-80
| -0.6% | -$2.41K | 0.25% | 104 |
|
2023
Q2 | $443K | Hold |
14,328
| – | – | 0.26% | 102 |
|
2023
Q1 | $447K | Sell |
14,328
-4,500
| -24% | -$140K | 0.29% | 102 |
|
2022
Q4 | $575K | Buy |
18,828
+5,801
| +45% | +$177K | 0.34% | 89 |
|
2022
Q3 | $413K | Sell |
13,027
-27
| -0.2% | -$856 | 0.29% | 103 |
|
2022
Q2 | $429K | Sell |
13,054
-4,108
| -24% | -$135K | 0.28% | 107 |
|
2022
Q1 | $625K | Sell |
17,162
-7,732
| -31% | -$282K | 0.27% | 103 |
|
2021
Q4 | $982K | Sell |
24,894
-500
| -2% | -$19.7K | 0.45% | 77 |
|
2021
Q3 | $986K | Sell |
25,394
-1,635
| -6% | -$63.5K | 0.5% | 70 |
|
2021
Q2 | $1.06M | Sell |
27,029
-7,283
| -21% | -$286K | 0.54% | 71 |
|
2021
Q1 | $1.32M | Buy |
34,312
+625
| +2% | +$24K | 0.76% | 44 |
|
2020
Q4 | $1.3M | Sell |
33,687
-949
| -3% | -$36.5K | 0.78% | 41 |
|
2020
Q3 | $1.26M | Sell |
34,636
-172,659
| -83% | -$6.29M | 0.91% | 37 |
|
2020
Q2 | $7.18M | Sell |
207,295
-25,018
| -11% | -$867K | 5.55% | 1 |
|
2020
Q1 | $7.4M | Buy |
+232,313
| New | +$7.4M | 6.74% | 1 |
|