HWM
Howard Wealth Management’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 | $1.88M | Sell |
61,128
-3,290
| -5% | -$101K | 0.95% | 34 |
|
|
2025
Q1 | $1.98M | Sell |
64,418
-15,499
| -19% | -$476K | 1.1% | 28 |
|
|
2024
Q4 | $2.51M | Sell |
79,917
-6,332
| -7% | -$199K | 1.36% | 18 |
|
|
2024
Q3 | $2.87M | Buy |
86,249
+623
| +0.7% | +$20.7K | 1.67% | 17 |
|
|
2024
Q2 | $2.7M | Sell |
85,626
-5,613
| -6% | -$177K | 2.13% | 11 |
|
|
2024
Q1 | $2.94M | Buy |
91,239
+3,838
| +4% | +$124K | 2.39% | 9 |
|
|
2023
Q4 | $2.73M | Sell |
87,401
-15,765
| -15% | -$492K | 2.28% | 10 |
|
|
2023
Q3 | $3.11M | Sell |
103,166
-5,017
| -5% | -$151K | 2.87% | 8 |
|
|
2023
Q2 | $3.35M | Sell |
108,183
-8,961
| -8% | -$277K | 2.9% | 8 |
|
|
2023
Q1 | $3.66M | Sell |
117,144
-3,563
| -3% | -$111K | 3.05% | 7 |
|
|
2022
Q4 | $3.69M | Sell |
120,707
-3,359
| -3% | -$103K | 3.02% | 7 |
|
|
2022
Q3 | $3.93M | Buy |
124,066
+53,983
| +77% | +$1.71M | 2.78% | 10 |
|
|
2022
Q2 | $2.3M | Sell |
70,083
-53,728
| -43% | -$1.77M | 2.44% | 12 |
|
|
2022
Q1 | $4.51M | Buy |
123,811
+3,467
| +3% | +$126K | 2.46% | 10 |
|
|
2021
Q4 | $4.75M | Buy |
120,344
+8,835
| +8% | +$348K | 2.5% | 10 |
|
|
2021
Q3 | $4.33M | Sell |
111,509
-2,088
| -2% | -$81K | 2.42% | 9 |
|
|
2021
Q2 | $4.47M | Buy |
113,597
+1,355
| +1% | +$53.3K | 2.46% | 9 |
|
|
2021
Q1 | $4.31M | Buy |
112,242
+1,881
| +2% | +$72.2K | 2.52% | 9 |
|
|
2020
Q4 | $4.25M | Sell |
110,361
-45
| -0% | -$1.73K | 2.65% | 9 |
|
|
2020
Q3 | $4.02M | Sell |
110,406
-11,007
| -9% | -$401K | 2.87% | 9 |
|
|
2020
Q2 | $4.21M | Sell |
121,413
-4,094
| -3% | -$142K | 3.43% | 5 |
|
|
2020
Q1 | $4M | Sell |
125,507
-3,009
| -2% | -$95.8K | 4.2% | 3 |
|
|
2019
Q4 | $4.83M | Buy |
+128,516
| New | +$4.83M | 4.03% | 5 |
|