Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-664
| Closed | -$25K | – | 583 |
|
|
2019
Q4 | $25K | Buy |
+664
| New | +$25K | 0.01% | 551 |
|
|
2018
Q4 | – | Sell |
-11,097
| Closed | -$418K | – | 319 |
|
|
2018
Q3 | $418K | Buy |
+11,097
| New | +$418K | 0.14% | 175 |
|
|
2017
Q4 | – | Sell |
-8,038
| Closed | -$312K | – | 411 |
|
|
2017
Q3 | $312K | Buy |
8,038
+1,798
| +29% | +$69.8K | 0.1% | 226 |
|
|
2017
Q2 | $245K | Buy |
+6,240
| New | +$245K | 0.07% | 341 |
|