HHM Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $51.8K | Hold |
1,688
| – | – | 0.01% | 368 |
|
2025
Q1 | $51.9K | Sell |
1,688
-1,817
| -52% | -$55.8K | 0.01% | 352 |
|
2024
Q4 | $110K | Buy |
+3,505
| New | +$110K | 0.02% | 252 |
|
2023
Q4 | – | Sell |
-70
| Closed | -$2.11K | – | 799 |
|
2023
Q3 | $2.11K | Hold |
70
| – | – | ﹤0.01% | 714 |
|
2023
Q2 | $2.17K | Hold |
70
| – | – | ﹤0.01% | 726 |
|
2023
Q1 | $2.19K | Hold |
70
| – | – | ﹤0.01% | 723 |
|
2022
Q4 | $2.14K | Hold |
70
| – | – | ﹤0.01% | 600 |
|
2022
Q3 | $2K | Sell |
70
-3,600
| -98% | -$103K | ﹤0.01% | 601 |
|
2022
Q2 | $121K | Hold |
3,670
| – | – | 0.03% | 178 |
|
2022
Q1 | $134K | Hold |
3,670
| – | – | 0.03% | 185 |
|
2021
Q4 | $145K | Hold |
3,670
| – | – | 0.04% | 176 |
|
2021
Q3 | $142K | Hold |
3,670
| – | – | 0.04% | 170 |
|
2021
Q2 | $144K | Hold |
3,670
| – | – | 0.04% | 168 |
|
2021
Q1 | $141K | Hold |
3,670
| – | – | 0.04% | 155 |
|
2020
Q4 | $141K | Hold |
3,670
| – | – | 0.05% | 135 |
|
2020
Q3 | $134K | Hold |
3,670
| – | – | 0.05% | 119 |
|
2020
Q2 | $127K | Hold |
3,670
| – | – | 0.05% | 113 |
|
2020
Q1 | $117K | Buy |
+3,670
| New | +$117K | 0.06% | 108 |
|