Instrumental Wealth’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 | $282K | Buy |
9,112
+117
| +1% | +$3.62K | 0.22% | 45 |
|
2025
Q1 | $272K | Buy |
8,995
+170
| +2% | +$5.14K | 0.25% | 45 |
|
2024
Q4 | $279K | Sell |
8,825
-39
| -0.4% | -$1.23K | 0.26% | 40 |
|
2024
Q3 | $296K | Buy |
8,864
+16
| +0.2% | +$534 | 0.29% | 34 |
|
2024
Q2 | $280K | Buy |
8,848
+1,079
| +14% | +$34.1K | 0.29% | 34 |
|
2024
Q1 | $245K | Sell |
7,769
-450
| -5% | -$14.2K | 0.11% | 36 |
|
2023
Q4 | $260K | Buy |
8,219
+448
| +6% | +$14.2K | 0.28% | 32 |
|
2023
Q3 | $223K | Buy |
7,771
+1,016
| +15% | +$29.2K | 0.26% | 30 |
|
2023
Q2 | $209K | Buy |
+6,755
| New | +$209K | 0.25% | 31 |
|