Intercontinental Wealth Advisors’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 |
-380
| Closed | -$15K | – | 264 |
|
|
2019
Q4 | $15K | Sell |
380
-480
| -56% | -$18.9K | 0.01% | 247 |
|
|
2019
Q3 | $32K | Hold |
860
| – | – | 0.02% | 243 |
|
|
2019
Q2 | $32K | Hold |
860
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $31K | Sell |
860
-750
| -47% | -$27K | 0.02% | 264 |
|
|
2018
Q4 | $55K | Buy |
+1,610
| New | +$55K | 0.03% | 215 |
|
|
2017
Q4 | – | Sell |
-5,523
| Closed | -$214K | – | 163 |
|
|
2017
Q3 | $214K | Hold |
5,523
| – | – | 0.13% | 123 |
|
|
2017
Q2 | $216K | Hold |
5,523
| – | – | 0.14% | 108 |
|
|
2017
Q1 | $214K | Buy |
+5,523
| New | +$214K | 0.13% | 129 |
|