Keystone Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Sell |
9,387
-329
| -3% | -$10.1K | 0.07% | 235 |
|
|
2025
Q1 | $299K | Sell |
9,716
-2,767
| -22% | -$85K | 0.08% | 211 |
|
|
2024
Q4 | $392K | Sell |
12,483
-3,451
| -22% | -$109K | 0.1% | 173 |
|
|
2024
Q3 | $529K | Sell |
15,934
-5,138
| -24% | -$171K | 0.15% | 138 |
|
|
2024
Q2 | $665K | Sell |
21,072
-2,780
| -12% | -$87.7K | 0.21% | 108 |
|
|
2024
Q1 | $769K | Buy |
23,852
+1,960
| +9% | +$63.2K | 0.25% | 99 |
|
|
2023
Q4 | $683K | Buy |
21,892
+2,600
| +13% | +$81.1K | 0.23% | 96 |
|
|
2023
Q3 | $582K | Buy |
19,292
+88
| +0.5% | +$2.65K | 0.22% | 101 |
|
|
2023
Q2 | $594K | Sell |
19,204
-2,283
| -11% | -$70.6K | 0.22% | 104 |
|
|
2023
Q1 | $671K | Buy |
21,487
+3,950
| +23% | +$123K | 0.27% | 86 |
|
|
2022
Q4 | $535K | Buy |
+17,537
| New | +$535K | 0.23% | 95 |
|