Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,511
| Closed | -$206K | – | 381 |
|
|
2022
Q3 | $206K | Hold |
6,511
| – | – | 0.05% | 298 |
|
|
2022
Q2 | $214K | Buy |
+6,511
| New | +$214K | 0.04% | 332 |
|
|
2022
Q1 | – | Sell |
-8,393
| Closed | -$331K | – | 421 |
|
|
2021
Q4 | $331K | Buy |
+8,393
| New | +$331K | 0.05% | 289 |
|
|
2021
Q1 | – | Sell |
-7,890
| Closed | -$304K | – | 321 |
|
|
2020
Q4 | $304K | Buy |
+7,890
| New | +$304K | 0.06% | 261 |
|