Genovese Burford & Brothers Wealth & Retirement Plan Management’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 |
-13,959
| Closed | -$518K | – | 102 |
|
|
2018
Q3 | $518K | Buy |
13,959
+13,700
| +5,290% | +$508K | 0.18% | 51 |
|
|
2018
Q2 | $10K | Buy |
259
+3
| +1% | +$116 | ﹤0.01% | 320 |
|
|
2018
Q1 | $10K | Buy |
+256
| New | +$10K | ﹤0.01% | 323 |
|
|
2017
Q2 | – | Sell |
-200
| Closed | -$8K | – | 414 |
|
|
2017
Q1 | $8K | Sell |
200
-400
| -67% | -$16K | ﹤0.01% | 317 |
|
|
2016
Q4 | $23K | Sell |
600
-300
| -33% | -$11.5K | 0.01% | 230 |
|
|
2016
Q3 | $35K | Buy |
900
+500
| +125% | +$19.4K | 0.01% | 187 |
|
|
2016
Q2 | $15K | Buy |
+400
| New | +$15K | 0.01% | 247 |
|