Lake Point 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
Q2 | – | Sell |
-4
| Closed | – | – | 487 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 475 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 447 |
|
|
2021
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 433 |
|
|
2020
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 269 |
|
|
2019
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 505 |
|
|
2019
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 488 |
|
|
2019
Q1 | $3K | Sell |
78
-4,480
| -98% | -$172K | ﹤0.01% | 488 |
|
|
2018
Q4 | $156K | Buy |
+4,558
| New | +$156K | 0.06% | 174 |
|