Insight Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Hold |
7,440
| – | – | 0.09% | 99 |
|
|
2025
Q1 | $229K | Hold |
7,440
| – | – | 0.04% | 98 |
|
|
2024
Q4 | $234K | Hold |
7,440
| – | – | 0.03% | 84 |
|
|
2024
Q3 | $247K | Hold |
7,440
| – | – | 0.05% | 84 |
|
|
2024
Q2 | $235K | Sell |
7,440
-2,946
| -28% | -$92.9K | 0.04% | 82 |
|
|
2024
Q1 | $335K | Hold |
10,386
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $324K | Hold |
10,386
| – | – | 0.06% | 62 |
|
|
2023
Q3 | $313K | Sell |
10,386
-351
| -3% | -$10.6K | 0.06% | 57 |
|
|
2023
Q2 | $332K | Hold |
10,737
| – | – | 0.08% | 55 |
|
|
2023
Q1 | $335K | Hold |
10,737
| – | – | 0.08% | 45 |
|
|
2022
Q4 | $328K | Buy |
+10,737
| New | +$328K | 0.25% | 40 |
|