Heritage Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $35.6K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.67K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $965K | Sell |
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|
2022
Q2 | $1.05M | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.34M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.4M | Sell |
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|
2020
Q3 | $2.26M | Hold |
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|
2020
Q2 | $2.15M | Buy |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.3M | Buy |
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|
2019
Q3 | $912K | Buy |
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|
2019
Q2 | $464K | Buy |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $246K | Buy |
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