JFS Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3K | Buy |
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|
2025
Q1 | $14.2K | Buy |
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|
2024
Q4 | $14.5K | Buy |
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|
2024
Q3 | $15.2K | Buy |
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|
2024
Q2 | $14.3K | Buy |
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|
2024
Q1 | $14.5K | Buy |
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|
2023
Q4 | $5.76K | Buy |
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|
2023
Q3 | $5.44K | Buy |
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|
2023
Q2 | $5.5K | Buy |
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|
2023
Q1 | $5.46K | Buy |
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|
2022
Q4 | $5.27K | Sell |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $282K | Sell |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $450K | Sell |
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|
2021
Q2 | $543K | Sell |
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|
2021
Q1 | $656K | Sell |
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|
2020
Q4 | $669K | Sell |
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|
2020
Q3 | $639K | Buy |
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|
2020
Q2 | $607K | Buy |
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|
2020
Q1 | $550K | Sell |
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|
2019
Q4 | $696K | Sell |
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|
2019
Q3 | $725K | Buy |
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|
2019
Q2 | $710K | Buy |
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|
2019
Q1 | $704K | Buy |
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|
2018
Q4 | $658K | Buy |
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|
2018
Q3 | $713K | Sell |
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|
2018
Q2 | $726K | Sell |
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|
2018
Q1 | $813K | Buy |
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|
2017
Q4 | $823K | Sell |
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|
2017
Q3 | $962K | Buy |
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|
2017
Q2 | $620K | Sell |
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|
2017
Q1 | $654K | Hold |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $693K | Buy |
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|
2016
Q2 | $699K | Sell |
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|
2016
Q1 | $689K | Sell |
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|
2015
Q4 | $696K | Buy |
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|
2015
Q3 | $674K | Sell |
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|
2015
Q2 | $772K | Sell |
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|
2015
Q1 | $800K | Buy |
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|
2014
Q4 | $785K | Sell |
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|
2014
Q3 | $808K | Buy |
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|
2014
Q2 | $814K | Sell |
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|
2014
Q1 | $812K | Sell |
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|
2013
Q4 | $808K | Sell |
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|
2013
Q3 | $1.27M | Buy |
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|
2013
Q2 | $1.24M | Buy |
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