Key Client Fiduciary Advisors’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $950K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $2.19M | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.15M | Sell |
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|
2022
Q1 | $4.41M | Buy |
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|
2021
Q4 | $2.52M | Buy |
|