Keebeck 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,141
| Closed | -$202K | – | 238 |
|
|
2022
Q2 | $202K | Buy |
+6,141
| New | +$202K | 0.04% | 225 |
|
|
2021
Q2 | – | Sell |
-433,725
| Closed | -$16.7M | – | 247 |
|
|
2021
Q1 | $16.7M | Hold |
433,725
| – | – | 2.59% | 6 |
|
|
2020
Q4 | $16.7M | Hold |
433,725
| – | – | 2.91% | 7 |
|
|
2020
Q3 | $15.8M | Hold |
433,725
| – | – | 3.26% | 6 |
|
|
2020
Q2 | $15M | Buy |
433,725
+725
| +0.2% | +$25.1K | 4.75% | 3 |
|
|
2020
Q1 | $13.8M | Buy |
433,000
+231,943
| +115% | +$7.38M | 5.73% | 3 |
|
|
2019
Q4 | $7.56M | Buy |
+201,057
| New | +$7.56M | 2.4% | 7 |
|