Keudell/Morrison Wealth Management’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 | $273K | Hold |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $306K | Sell |
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|
2024
Q3 | $331K | Buy |
|
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|
2024
Q2 | $224K | Hold |
|
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|
2024
Q1 | $229K | Hold |
|
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|
2023
Q4 | $221K | Hold |
|
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|
2023
Q3 | $214K | Sell |
|
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $240K | Sell |
|
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|
2022
Q4 | $248K | Sell |
|
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|
2022
Q3 | $332K | Hold |
|
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|
2022
Q2 | $344K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $413K | Sell |
|
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|
2021
Q3 | $433K | Hold |
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|
2021
Q2 | $439K | Hold |
|
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $407K | Hold |
|
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|
2020
Q2 | $387K | Sell |
|
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|
2020
Q1 | $443K | Hold |
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|
2019
Q4 | $523K | Hold |
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|
2019
Q3 | $522K | Hold |
|
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|
2019
Q2 | $514K | Hold |
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|
2019
Q1 | $509K | Buy |
|