Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-500
| Closed | -$19K | – | 265 |
|
|
2018
Q3 | $19K | Hold |
500
| – | – | 0.01% | 172 |
|
|
2018
Q2 | $19K | Hold |
500
| – | – | 0.01% | 188 |
|
|
2018
Q1 | $19K | Sell |
500
-350
| -41% | -$13.3K | 0.01% | 175 |
|
|
2017
Q4 | $32K | Sell |
850
-1,060
| -55% | -$39.9K | 0.01% | 158 |
|
|
2017
Q3 | $74K | Sell |
1,910
-1,600
| -46% | -$62K | 0.03% | 72 |
|
|
2017
Q2 | $137K | Sell |
3,510
-500
| -12% | -$19.5K | 0.05% | 86 |
|
|
2017
Q1 | $155K | Sell |
4,010
-1,800
| -31% | -$69.6K | 0.06% | 77 |
|
|
2016
Q4 | $221K | Buy |
+5,810
| New | +$221K | 0.13% | 68 |
|