HWA
HCR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
40,666
-2,149
| -5% | -$65.9K | 0.15% | 89 |
|
|
2025
Q1 | $1.32M | Buy |
42,815
+105
| +0.2% | +$3.23K | 0.17% | 82 |
|
|
2024
Q4 | $1.34M | Buy |
42,710
+800
| +2% | +$25.2K | 0.17% | 86 |
|
|
2024
Q3 | $1.39M | Sell |
41,910
-220
| -0.5% | -$7.31K | 0.18% | 85 |
|
|
2024
Q2 | $1.33M | Buy |
42,130
+1,508
| +4% | +$47.6K | 0.19% | 78 |
|
|
2024
Q1 | $1.31M | Sell |
40,622
-233
| -0.6% | -$7.51K | 0.2% | 76 |
|
|
2023
Q4 | $1.27M | Sell |
40,855
-6,922
| -14% | -$216K | 0.2% | 77 |
|
|
2023
Q3 | $1.44M | Sell |
47,777
-21,238
| -31% | -$640K | 0.32% | 60 |
|
|
2023
Q2 | $2.13M | Buy |
69,015
+2,630
| +4% | +$81.3K | 0.4% | 46 |
|
|
2023
Q1 | $2.07M | Buy |
66,385
+3,757
| +6% | +$117K | 0.41% | 52 |
|
|
2022
Q4 | $1.91M | Sell |
62,628
-22,495
| -26% | -$687K | 0.4% | 54 |
|
|
2022
Q3 | $2.7M | Sell |
85,123
-63
| -0.1% | -$2K | 0.57% | 33 |
|
|
2022
Q2 | $2.8M | Sell |
85,186
-5,428
| -6% | -$178K | 0.56% | 34 |
|
|
2022
Q1 | $3.3M | Sell |
90,614
-1,995
| -2% | -$72.7K | 0.54% | 39 |
|
|
2021
Q4 | $3.65M | Buy |
92,609
+4,057
| +5% | +$160K | 0.57% | 36 |
|
|
2021
Q3 | $3.44M | Buy |
88,552
+5,681
| +7% | +$220K | 0.57% | 33 |
|
|
2021
Q2 | $3.26M | Buy |
82,871
+2,623
| +3% | +$103K | 0.57% | 36 |
|
|
2021
Q1 | $3.08M | Sell |
80,248
-33,658
| -30% | -$1.29M | 0.61% | 34 |
|
|
2020
Q4 | $4.39M | Buy |
113,906
+5,235
| +5% | +$202K | 0.92% | 17 |
|
|
2020
Q3 | $3.96M | Buy |
108,671
+3,024
| +3% | +$110K | 0.91% | 19 |
|
|
2020
Q2 | $3.65M | Sell |
105,647
-3,428
| -3% | -$118K | 0.86% | 18 |
|
|
2020
Q1 | $3.4M | Buy |
109,075
+653
| +0.6% | +$20.3K | 0.97% | 17 |
|
|
2019
Q4 | $3.99M | Buy |
108,422
+32,697
| +43% | +$1.2M | 0.97% | 18 |
|
|
2019
Q3 | $2.76M | Sell |
75,725
-28,706
| -27% | -$1.05M | 0.92% | 22 |
|
|
2019
Q2 | $3.85M | Sell |
104,431
-1,881
| -2% | -$69.3K | 1.09% | 17 |
|
|
2019
Q1 | $3.8M | Buy |
106,312
+30,706
| +41% | +$1.1M | 1.09% | 16 |
|
|
2018
Q4 | $2.52M | Sell |
75,606
-6,072
| -7% | -$202K | 0.81% | 23 |
|
|
2018
Q3 | $2.88M | Sell |
81,678
-12,880
| -14% | -$454K | 0.94% | 20 |
|
|
2018
Q2 | $3.49M | Sell |
94,558
-4,057
| -4% | -$150K | 1.15% | 16 |
|
|
2018
Q1 | $3.63M | Sell |
98,615
-609
| -0.6% | -$22.4K | 1.26% | 13 |
|
|
2017
Q4 | $3.7M | Buy |
99,224
+7,912
| +9% | +$295K | 1.29% | 14 |
|
|
2017
Q3 | $3.47M | Buy |
91,312
+2,272
| +3% | +$86.3K | 1.46% | 12 |
|
|
2017
Q2 | $3.41M | Sell |
89,040
-2,994
| -3% | -$115K | 1.68% | 11 |
|
|
2017
Q1 | $3.48M | Sell |
92,034
-1,445
| -2% | -$54.7K | 1.78% | 9 |
|
|
2016
Q4 | $3.41M | Buy |
+93,479
| New | +$3.41M | 1.8% | 10 |
|