L.M. Kohn & Company’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 | $305K | Sell |
9,952
-335
| -3% | -$10.3K | 0.08% | 201 |
|
2025
Q1 | $316K | Sell |
10,287
-1,373
| -12% | -$42.2K | 0.08% | 190 |
|
2024
Q4 | $367K | Buy |
11,660
+17
| +0.1% | +$534 | 0.09% | 164 |
|
2024
Q3 | $387K | Buy |
11,643
+512
| +5% | +$17K | 0.1% | 174 |
|
2024
Q2 | $351K | Sell |
11,131
-2,488
| -18% | -$78.5K | 0.1% | 177 |
|
2024
Q1 | $439K | Sell |
13,619
-4,713
| -26% | -$152K | 0.12% | 155 |
|
2023
Q4 | $572K | Sell |
18,332
-837
| -4% | -$26.1K | 0.18% | 115 |
|
2023
Q3 | $578K | Sell |
19,169
-969
| -5% | -$29.2K | 0.21% | 103 |
|
2023
Q2 | $623K | Buy |
20,138
+12
| +0.1% | +$371 | 0.24% | 99 |
|
2023
Q1 | $628K | Buy |
20,126
+159
| +0.8% | +$4.96K | 0.26% | 88 |
|
2022
Q4 | $610K | Buy |
19,967
+1,268
| +7% | +$38.7K | 0.29% | 88 |
|
2022
Q3 | $593K | Buy |
18,699
+8
| +0% | +$254 | 0.29% | 82 |
|
2022
Q2 | $615K | Buy |
18,691
+158
| +0.9% | +$5.2K | 0.29% | 85 |
|
2022
Q1 | $675K | Buy |
+18,533
| New | +$675K | 0.26% | 94 |
|