Kovitz Investment Group Partners’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 | $3.72M | Sell |
121,143
-101,102
| -45% | -$3.1M | 0.02% | 497 |
|
|
2025
Q1 | $6.83M | Sell |
222,245
-4,858
| -2% | -$149K | 0.03% | 343 |
|
|
2024
Q4 | $7.15M | Sell |
227,103
-741
| -0.3% | -$23.3K | 0.04% | 330 |
|
|
2024
Q3 | $7.52M | Buy |
227,844
+15,402
| +7% | +$508K | 0.05% | 274 |
|
|
2024
Q2 | $6.71M | Buy |
212,442
+205,992
| +3,194% | +$6.51M | 0.06% | 238 |
|
|
2024
Q1 | $208K | Buy |
+6,450
| New | +$208K | ﹤0.01% | 628 |
|