ICA Group Wealth Management’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
2024
Q2
$16.8K Sell
531
-1,619
-75% -$51.1K 0.01% 394
2024
Q1
$69.3K Sell
2,150
-102
-5% -$3.29K 0.01% 484
2023
Q4
$70.2K Buy
+2,252
New +$70.2K 0.02% 438
2023
Q3
Sell
-3,346
Closed -$103K 932
2023
Q2
$103K Buy
3,346
+1,494
+81% +$46.2K 0.03% 326
2023
Q1
$57.8K Sell
1,852
-6,453
-78% -$201K 0.01% 456
2022
Q4
$254K Sell
8,305
-4,589
-36% -$140K 0.06% 224
2022
Q3
$408K Sell
12,894
-52
-0.4% -$1.65K 0.09% 215
2022
Q2
$445K Sell
12,946
-443
-3% -$15.2K 0.08% 209
2022
Q1
$461K Buy
+13,389
New +$461K 0.09% 201