GWA
Guidant Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $704K | Sell |
18,751
-70,195
| -79% | -$2.64M | 0.26% | 58 |
|
|
2019
Q2 | $3.28M | Sell |
88,946
-872
| -1% | -$32.1K | 1.27% | 26 |
|
|
2019
Q1 | $3.28M | Buy |
89,818
+2,093
| +2% | +$76.5K | 1.28% | 26 |
|
|
2018
Q4 | $3M | Sell |
87,725
-45,017
| -34% | -$1.54M | 1.4% | 23 |
|
|
2018
Q3 | $7.65M | Buy |
132,742
+991
| +0.8% | +$57.1K | 3.2% | 13 |
|
|
2018
Q2 | $7.63M | Buy |
131,751
+1,837
| +1% | +$106K | 3.32% | 14 |
|
|
2018
Q1 | $7.39M | Buy |
129,914
+3,486
| +3% | +$198K | 3.35% | 14 |
|
|
2017
Q4 | $7.66M | Buy |
126,428
+34,006
| +37% | +$2.06M | 3.43% | 13 |
|
|
2017
Q3 | $3.54M | Buy |
92,422
+4,745
| +5% | +$182K | 2.51% | 13 |
|
|
2017
Q2 | $3.42M | Buy |
87,677
+1,764
| +2% | +$68.9K | 1.77% | 21 |
|
|
2017
Q1 | $3.32M | Buy |
85,913
+5,178
| +6% | +$200K | 1.74% | 21 |
|
|
2016
Q4 | $3.08M | Sell |
80,735
-6,759
| -8% | -$258K | 1.75% | 21 |
|
|
2016
Q3 | $3.43M | Buy |
+87,494
| New | +$3.43M | 2.11% | 16 |
|