Independent Family Office’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
Q4 | – | Sell |
-7,982
| Closed | -$265K | – | 74 |
|
|
2024
Q3 | $265K | Sell |
7,982
-4,039
| -34% | -$134K | 0.13% | 65 |
|
|
2024
Q2 | $379K | Sell |
12,021
-2,328
| -16% | -$73.4K | 0.22% | 48 |
|
|
2024
Q1 | $462K | Hold |
14,349
| – | – | 0.25% | 48 |
|
|
2023
Q4 | $448K | Hold |
14,349
| – | – | 0.25% | 46 |
|
|
2023
Q3 | $433K | Hold |
14,349
| – | – | 0.27% | 46 |
|
|
2023
Q2 | $444K | Hold |
14,349
| – | – | 0.27% | 45 |
|
|
2023
Q1 | $448K | Hold |
14,349
| – | – | 0.26% | 45 |
|
|
2022
Q4 | $438K | Hold |
14,349
| – | – | 0.26% | 46 |
|
|
2022
Q3 | $454K | Hold |
14,349
| – | – | 0.22% | 46 |
|
|
2022
Q2 | $472 | Sell |
14,349
-12,500
| -47% | -$411 | 0.23% | 43 |
|
|
2022
Q1 | $978K | Hold |
26,849
| – | – | 0.32% | 33 |
|
|
2021
Q4 | $1.06M | Hold |
26,849
| – | – | 0.4% | 23 |
|
|
2021
Q3 | $1.04M | Hold |
26,849
| – | – | 0.43% | 19 |
|
|
2021
Q2 | $1.06M | Hold |
26,849
| – | – | 0.41% | 21 |
|
|
2021
Q1 | $1.03M | Hold |
26,849
| – | – | 0.4% | 21 |
|
|
2020
Q4 | $1.03M | Hold |
26,849
| – | – | 0.43% | 22 |
|
|
2020
Q3 | $979K | Hold |
26,849
| – | – | 0.46% | 21 |
|
|
2020
Q2 | $931K | Hold |
26,849
| – | – | 0.48% | 20 |
|
|
2020
Q1 | $855K | Hold |
26,849
| – | – | 0.53% | 20 |
|
|
2019
Q4 | $1.01M | Buy |
+26,849
| New | +$1.01M | 0.63% | 20 |
|