Geneva Partners’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
Q3 | – | Sell |
-9,140
| Closed | -$345K | – | 91 |
|
2018
Q2 | $345K | Sell |
9,140
-1,063
| -10% | -$40.1K | 0.27% | 73 |
|
2018
Q1 | $383K | Sell |
10,203
-46,509
| -82% | -$1.75M | 0.31% | 66 |
|
2017
Q4 | $2.16M | Sell |
56,712
-3,651
| -6% | -$139K | 1.61% | 23 |
|
2017
Q3 | $2.34M | Buy |
+60,363
| New | +$2.34M | 1.85% | 15 |
|
2016
Q2 | $2.12M | Buy |
+54,113
| New | +$2.12M | 1.9% | 19 |
|