JNBA Financial 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-94
| Closed | -$3.03K | – | 665 |
|
2024
Q1 | $3.03K | Hold |
94
| – | – | ﹤0.01% | 573 |
|
2023
Q4 | $2.93K | Buy |
+94
| New | +$2.93K | ﹤0.01% | 584 |
|
2023
Q2 | – | Sell |
-1,312
| Closed | -$41K | – | 741 |
|
2023
Q1 | $41K | Buy |
+1,312
| New | +$41K | 0.01% | 307 |
|
2019
Q2 | – | Sell |
-250
| Closed | -$9K | – | 693 |
|
2019
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 412 |
|
2018
Q4 | $9K | Sell |
250
-5,671
| -96% | -$204K | ﹤0.01% | 389 |
|
2018
Q3 | $220K | Buy |
+5,921
| New | +$220K | 0.1% | 121 |
|
2016
Q4 | – | Sell |
-1,565
| Closed | -$62K | – | 1090 |
|
2016
Q3 | $62K | Buy |
+1,565
| New | +$62K | 0.01% | 485 |
|
2016
Q2 | – | Sell |
-229
| Closed | -$9K | – | 540 |
|
2016
Q1 | $9K | Buy |
+229
| New | +$9K | ﹤0.01% | 365 |
|
2013
Q3 | – | Sell |
-681
| Closed | -$27K | – | 440 |
|
2013
Q2 | $27K | Buy |
+681
| New | +$27K | 0.02% | 180 |
|