Golden State Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.6K | Sell |
736
-109
| -13% | -$3.35K | ﹤0.01% | 858 |
|
|
2025
Q1 | $26K | Sell |
845
-5
| -0.6% | -$154 | ﹤0.01% | 738 |
|
|
2024
Q4 | $26.7K | Buy |
+850
| New | +$26.7K | ﹤0.01% | 697 |
|
|
2020
Q4 | – | Sell |
-7,780
| Closed | -$284K | – | 365 |
|
|
2020
Q3 | $284K | Buy |
+7,780
| New | +$284K | 0.09% | 152 |
|
|
2020
Q2 | – | Sell |
-10,777
| Closed | -$343K | – | 682 |
|
|
2020
Q1 | $343K | Buy |
+10,777
| New | +$343K | 0.15% | 103 |
|
|
2019
Q4 | – | Sell |
-13,695
| Closed | -$514K | – | 667 |
|
|
2019
Q3 | $514K | Buy |
13,695
+120
| +0.9% | +$4.5K | 0.17% | 107 |
|
|
2019
Q2 | $500K | Buy |
13,575
+26
| +0.2% | +$958 | 0.16% | 118 |
|
|
2019
Q1 | $495K | Buy |
+13,549
| New | +$495K | 0.17% | 118 |
|