Kingswood Wealth Advisors’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 | $547K | Buy |
17,822
+883
| +5% | +$27.1K | 0.04% | 388 |
|
|
2025
Q1 | $520K | Sell |
16,939
-4,236
| -20% | -$130K | 0.05% | 383 |
|
|
2024
Q4 | $666K | Buy |
21,175
+6,825
| +48% | +$215K | 0.05% | 364 |
|
|
2024
Q3 | $477K | Sell |
14,350
-11,236
| -44% | -$373K | 0.03% | 462 |
|
|
2024
Q2 | $807K | Buy |
25,586
+12,448
| +95% | +$393K | 0.07% | 276 |
|
|
2024
Q1 | $423K | Sell |
13,138
-39
| -0.3% | -$1.26K | 0.05% | 389 |
|
|
2023
Q4 | $411K | Buy |
+13,177
| New | +$411K | 0.05% | 391 |
|