Kohmann Bosshard Financial 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
Q1 | – | Hold |
0
| – | – | – | 643 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 763 |
|
|
2024
Q2 | – | Sell |
-6,376
| Closed | -$205K | – | 199 |
|
|
2024
Q1 | $205K | Sell |
6,376
-5,330
| -46% | -$172K | 0.03% | 190 |
|
|
2023
Q4 | $365K | Sell |
11,706
-7,698
| -40% | -$240K | 0.06% | 130 |
|
|
2023
Q3 | $585K | Buy |
19,404
+796
| +4% | +$24K | 0.1% | 92 |
|
|
2023
Q2 | $576K | Sell |
18,608
-38,051
| -67% | -$1.18M | 0.1% | 92 |
|
|
2023
Q1 | $1.77M | Sell |
56,659
-94
| -0.2% | -$2.94K | 0.33% | 50 |
|
|
2022
Q4 | $1.73M | Buy |
56,753
+20,163
| +55% | +$616K | 0.35% | 47 |
|
|
2022
Q3 | $1.16M | Buy |
+36,590
| New | +$1.16M | 0.26% | 56 |
|
|
2022
Q2 | – | Sell |
-13,251
| Closed | -$483K | – | 151 |
|
|
2022
Q1 | $483K | Buy |
+13,251
| New | +$483K | 0.09% | 80 |
|