Laidlaw Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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 +$220K 0.04% 332
2022
Q1
Sell
-8,393
Closed -$331K 421
2021
Q4
$331K Buy
+8,393
New +$326K 0.05% 289
2021
Q1
Sell
-7,890
Closed -$304K 321
2020
Q4
$304K Buy
+7,890
New +$295K 0.06% 261

Other funds holding PFF

Laidlaw Wealth Management's PFF Position: Q4 2022 in Review

Laidlaw Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q4 2022, closing a stake of 6,511 shares — an estimated $206K sold.

Laidlaw Wealth Management first reported a position in PFF in Q4 2020 and held it in 4 quarters. The position peaked at $331K in Q4 2021. 977 funds tracked by Wall St. Rank hold PFF as of Q4 2022.

  • Laidlaw Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q4 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 6,511 iShares Preferred and Income Securities ETF shares in Q4 2022, an estimated $206K.
  • Laidlaw Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2020 and held it in 4 quarters.
  • Laidlaw Wealth Management's iShares Preferred and Income Securities ETF position peaked at $331K in Q4 2021.
  • 977 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q4 2022.

Based on Laidlaw Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.