Icon 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
2024 Q2	–	Sell	-6,006	Closed	-$194K	–	483
2024 Q1	$194K	Sell	6,006 -176	-3%	-$5.67K	0.02%	345
2023 Q4	$193K	Buy	+6,182	New	+$193K	0.02%	326
2022 Q4	$525K	Sell	17,207 -2,768	-14%	-$84.5K	0.06%	190
2022 Q3	$633K	Buy	+19,975	New	+$633K	0.08%	171