Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,318
| Closed | -$43.8K | – | 387 |
|
|
2024
Q3 | $43.8K | Hold |
1,318
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $41.6K | Sell |
1,318
-2,555
| -66% | -$80.6K | 0.01% | 254 |
|
|
2024
Q1 | $125K | Sell |
3,873
-3,638
| -48% | -$117K | 0.02% | 204 |
|
|
2023
Q4 | $234K | Buy |
7,511
+3
| +0% | +$94 | 0.04% | 158 |
|
|
2023
Q3 | $226K | Buy |
+7,508
| New | +$226K | 0.05% | 156 |
|