FWM
ForthRight Wealth Management’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 | $2.4M | Sell |
78,382
-10,372
| -12% | -$318K | 0.75% | 20 |
|
|
2025
Q1 | $2.73M | Sell |
88,754
-8,044
| -8% | -$247K | 0.91% | 19 |
|
|
2024
Q4 | $3.04M | Sell |
96,798
-6,201
| -6% | -$195K | 1.01% | 18 |
|
|
2024
Q3 | $3.42M | Sell |
102,999
-72,818
| -41% | -$2.42M | 1.14% | 17 |
|
|
2024
Q2 | $5.55M | Sell |
175,817
-27,746
| -14% | -$875K | 1.99% | 11 |
|
|
2024
Q1 | $6.56M | Sell |
203,563
-14,980
| -7% | -$483K | 2.35% | 11 |
|
|
2023
Q4 | $6.82M | Sell |
218,543
-77,459
| -26% | -$2.42M | 2.64% | 9 |
|
|
2023
Q3 | $8.92M | Sell |
296,002
-5,646
| -2% | -$170K | 3.85% | 8 |
|
|
2023
Q2 | $9.33M | Buy |
+301,648
| New | +$9.33M | 3.9% | 8 |
|