H&H Retirement Design & 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-15,576
| Closed | -$558K | – | 62 |
|
2021
Q4 | $558K | Sell |
15,576
-130,518
| -89% | -$4.68M | 0.35% | 46 |
|
2021
Q3 | $5.62M | Buy |
146,094
+3,576
| +3% | +$137K | 3.45% | 16 |
|
2021
Q2 | $5.57M | Sell |
142,518
-11,245
| -7% | -$440K | 3.41% | 17 |
|
2021
Q1 | $5.96M | Buy |
+153,763
| New | +$5.96M | 3.58% | 14 |
|
2020
Q3 | $4.97M | Buy |
136,307
+51,110
| +60% | +$1.86M | 3.9% | 12 |
|
2020
Q2 | $2.95M | Sell |
85,197
-6,141
| -7% | -$213K | 2.61% | 17 |
|
2020
Q1 | $2.91M | Buy |
+91,338
| New | +$2.91M | 2.76% | 16 |
|