Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,161
| Closed | -$255K | – | 233 |
|
|
2023
Q1 | $255K | Sell |
8,161
-16,782
| -67% | -$524K | 0.08% | 182 |
|
|
2022
Q4 | $762K | Sell |
24,943
-127,637
| -84% | -$3.9M | 0.23% | 96 |
|
|
2022
Q3 | $4.83M | Sell |
152,580
-4,279
| -3% | -$136K | 1.58% | 13 |
|
|
2022
Q2 | $5.16M | Sell |
156,859
-361
| -0.2% | -$11.9K | 1.61% | 13 |
|
|
2022
Q1 | $5.73M | Buy |
157,220
+1,337
| +0.9% | +$48.7K | 1.35% | 13 |
|
|
2021
Q4 | $6.15M | Sell |
155,883
-10,810
| -6% | -$426K | 1.45% | 14 |
|
|
2021
Q3 | $6.47M | Sell |
166,693
-11,245
| -6% | -$436K | 1.6% | 14 |
|
|
2021
Q2 | $7M | Sell |
177,938
-1,991
| -1% | -$78.3K | 1.7% | 13 |
|
|
2021
Q1 | $6.91M | Buy |
179,929
+36,224
| +25% | +$1.39M | 1.9% | 12 |
|
|
2020
Q4 | $5.53M | Buy |
143,705
+22,930
| +19% | +$883K | 1.73% | 14 |
|
|
2020
Q3 | $4.4M | Buy |
120,775
+18,573
| +18% | +$677K | 1.68% | 15 |
|
|
2020
Q2 | $3.54M | Buy |
102,202
+7,282
| +8% | +$252K | 1.51% | 17 |
|
|
2020
Q1 | $3.02M | Sell |
94,920
-1,489
| -2% | -$47.4K | 1.67% | 17 |
|
|
2019
Q4 | $3.62M | Buy |
+96,409
| New | +$3.62M | 1.6% | 15 |
|