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