Heron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.19M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $2.77M | Hold |
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|
2022
Q2 | $2.87M | Sell |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $3.89M | Sell |
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|
2021
Q3 | $4.1M | Sell |
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|
2021
Q2 | $4.19M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $4.26M | Sell |
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|
2020
Q3 | $4.26M | Sell |
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|
2020
Q2 | $4.23M | Sell |
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|
2020
Q1 | $4.45M | Sell |
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|
2019
Q4 | $5.29M | Buy |
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