JPLA
Joseph P. Lucia & Associates’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
59,065
+325
| +0.6% | +$9.97K | 0.74% | 42 |
|
|
2025
Q1 | $1.81M | Sell |
58,740
-1,073
| -2% | -$33K | 0.82% | 39 |
|
|
2024
Q4 | $1.88M | Sell |
59,813
-540
| -0.9% | -$17K | 0.84% | 39 |
|
|
2024
Q3 | $2.01M | Sell |
60,353
-1,406
| -2% | -$46.7K | 0.92% | 37 |
|
|
2024
Q2 | $1.95M | Sell |
61,759
-975
| -2% | -$30.8K | 1% | 35 |
|
|
2024
Q1 | $2.02M | Sell |
62,734
-685
| -1% | -$22.1K | 1.08% | 34 |
|
|
2023
Q4 | $1.98M | Sell |
63,419
-1,681
| -3% | -$52.4K | 1.23% | 29 |
|
|
2023
Q3 | $1.96M | Sell |
65,100
-818
| -1% | -$24.7K | 1.37% | 26 |
|
|
2023
Q2 | $2.04M | Sell |
65,918
-1,147
| -2% | -$35.5K | 1.36% | 27 |
|
|
2023
Q1 | $2.09M | Buy |
67,065
+226
| +0.3% | +$7.06K | 1.46% | 24 |
|
|
2022
Q4 | $2.04M | Sell |
66,839
-2,046
| -3% | -$62.5K | 1.53% | 22 |
|
|
2022
Q3 | $2.18M | Sell |
68,885
-835
| -1% | -$26.4K | 1.71% | 19 |
|
|
2022
Q2 | $2.29M | Sell |
69,720
-2,017
| -3% | -$66.3K | 1.62% | 19 |
|
|
2022
Q1 | $2.61M | Sell |
71,737
-339
| -0.5% | -$12.3K | 1.59% | 17 |
|
|
2021
Q4 | $2.84M | Buy |
72,076
+4,752
| +7% | +$187K | 1.81% | 15 |
|
|
2021
Q3 | $2.61M | Sell |
67,324
-463
| -0.7% | -$18K | 1.55% | 17 |
|
|
2021
Q2 | $2.67M | Sell |
67,787
-6,894
| -9% | -$271K | 1.59% | 16 |
|
|
2021
Q1 | $2.87M | Sell |
74,681
-3,291
| -4% | -$126K | 1.28% | 14 |
|
|
2020
Q4 | $3M | Sell |
77,972
-4,717
| -6% | -$182K | 2.1% | 12 |
|
|
2020
Q3 | $3.01M | Sell |
82,689
-310
| -0.4% | -$11.3K | 2.81% | 8 |
|
|
2020
Q2 | $2.88M | Sell |
82,999
-2,363
| -3% | -$81.9K | 2.59% | 8 |
|
|
2020
Q1 | $2.72M | Sell |
85,362
-2,889
| -3% | -$92K | 3.02% | 4 |
|
|
2019
Q4 | $3.32M | Buy |
88,251
+5,162
| +6% | +$194K | 3.02% | 1 |
|
|
2019
Q3 | $3.12M | Sell |
83,089
-251
| -0.3% | -$9.42K | 3.21% | 1 |
|
|
2019
Q2 | $3.07M | Sell |
83,340
-1,740,437
| -95% | -$64.1M | 3.22% | 3 |
|
|
2019
Q1 | $49.7K | Buy |
+1,823,777
| New | +$49.7K | 3.7% | 5 |
|