Guardian Wealth Advisors (North Carolina)’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 | $11.9K | Hold |
387
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $11.9K | Hold |
387
| – | – | ﹤0.01% | 454 |
|
|
2024
Q4 | $12.2K | Sell |
387
-575
| -60% | -$18.1K | ﹤0.01% | 431 |
|
|
2024
Q3 | $32K | Hold |
962
| – | – | ﹤0.01% | 329 |
|
|
2024
Q2 | $30.4K | Hold |
962
| – | – | ﹤0.01% | 325 |
|
|
2024
Q1 | $31K | Hold |
962
| – | – | ﹤0.01% | 345 |
|
|
2023
Q4 | $30K | Hold |
962
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $29K | Hold |
962
| – | – | ﹤0.01% | 321 |
|
|
2023
Q2 | $29.8K | Hold |
962
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $30K | Hold |
962
| – | – | 0.01% | 296 |
|
|
2022
Q4 | $29.4K | Sell |
962
-1,500
| -61% | -$45.8K | 0.01% | 281 |
|
|
2022
Q3 | $78K | Hold |
2,462
| – | – | 0.01% | 219 |
|
|
2022
Q2 | $81K | Buy |
+2,462
| New | +$81K | 0.01% | 210 |
|