Icon Wealth Partners’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
Q3 | $179K | Sell |
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2023
Q2 | $193K | Sell |
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2023
Q1 | $371K | Buy |
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2022
Q2 | $708K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $565K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $7K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $19K | Buy |
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