HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,284
| Closed | -$235K | – | 923 |
|
|
2024
Q1 | $235K | Buy |
+7,284
| New | +$235K | ﹤0.01% | 739 |
|
|
2023
Q2 | – | Sell |
-11,860
| Closed | -$370K | – | 751 |
|
|
2023
Q1 | $370K | Sell |
11,860
-777
| -6% | -$24.3K | 0.01% | 484 |
|
|
2022
Q4 | $386K | Buy |
12,637
+4,351
| +53% | +$133K | 0.01% | 456 |
|
|
2022
Q3 | $262K | Sell |
8,286
-20,298
| -71% | -$642K | 0.01% | 471 |
|
|
2022
Q2 | $940K | Buy |
28,584
+20,112
| +237% | +$661K | 0.02% | 256 |
|
|
2022
Q1 | $309K | Sell |
8,472
-22
| -0.3% | -$802 | 0.01% | 448 |
|
|
2021
Q4 | $335K | Buy |
+8,494
| New | +$335K | 0.01% | 368 |
|