GeoWealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.81M | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $9.84K | Buy |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Hold |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $174K | Buy |
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|
2023
Q3 | $36K | Buy |
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|
2023
Q2 | $32K | Sell |
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|
2023
Q1 | $75K | Buy |
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|
2022
Q4 | $15K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $14K | Sell |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $65K | Sell |
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|
2021
Q2 | $559K | Buy |
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|
2021
Q1 | $534K | Sell |
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|
2020
Q4 | $6.43M | Buy |
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|
2020
Q3 | $267K | Sell |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $599K | Sell |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $427K | Buy |
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