GA
Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $403K | Buy |
12,814
+730
| +6% | +$23K | 0.03% | 165 |
|
|
2024
Q3 | $402K | Sell |
12,084
-106
| -0.9% | -$3.52K | 0.03% | 169 |
|
|
2024
Q2 | $385K | Buy |
12,190
+1,104
| +10% | +$34.8K | 0.03% | 173 |
|
|
2024
Q1 | $357K | Buy |
11,086
+249
| +2% | +$8.03K | 0.03% | 193 |
|
|
2023
Q4 | $338K | Sell |
10,837
-149
| -1% | -$4.65K | 0.03% | 184 |
|
|
2023
Q3 | $331K | Buy |
10,986
+1,284
| +13% | +$38.7K | 0.04% | 174 |
|
|
2023
Q2 | $300K | Buy |
9,702
+1,033
| +12% | +$32K | 0.04% | 182 |
|
|
2023
Q1 | $271K | Buy |
8,669
+1,689
| +24% | +$52.7K | 0.04% | 136 |
|
|
2022
Q4 | $213K | Buy |
+6,980
| New | +$213K | 0.04% | 144 |
|