Golden State Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,822
| Closed | -$302K | – | 464 |
|
|
2025
Q1 | $302K | Buy |
9,822
+523
| +6% | +$16.1K | 0.06% | 337 |
|
|
2024
Q4 | $292K | Buy |
+9,299
| New | +$292K | 0.06% | 341 |
|
|
2023
Q4 | – | Sell |
-8,700
| Closed | -$262K | – | 377 |
|
|
2023
Q3 | $262K | Buy |
8,700
+6
| +0.1% | +$181 | 0.07% | 274 |
|
|
2023
Q2 | $269K | Buy |
+8,694
| New | +$269K | 0.08% | 302 |
|
|
2022
Q1 | – | Sell |
-10,264
| Closed | -$405K | – | 215 |
|
|
2021
Q4 | $405K | Sell |
10,264
-1,269
| -11% | -$50.1K | 0.2% | 104 |
|
|
2021
Q3 | $447K | Sell |
11,533
-2,848
| -20% | -$110K | 0.18% | 125 |
|
|
2021
Q2 | $566K | Buy |
14,381
+4,145
| +40% | +$163K | 0.22% | 112 |
|
|
2021
Q1 | $393K | Sell |
10,236
-311
| -3% | -$11.9K | 0.22% | 101 |
|
|
2020
Q4 | $406K | Buy |
+10,547
| New | +$406K | 0.28% | 100 |
|