Laurel Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $7.88M | Buy |
|
|||||
|
2025
Q1 | $224K | Hold |
|
|||||
|
2024
Q4 | $229K | Hold |
|
|||||
|
2024
Q3 | $242K | Sell |
|
|||||
|
2024
Q2 | $271K | Hold |
|
|||||
|
2024
Q1 | $277K | Hold |
|
|||||
|
2023
Q4 | $268K | Hold |
|
|||||
|
2023
Q3 | $259K | Sell |
|
|||||
|
2023
Q2 | $272K | Sell |
|
|||||
|
2023
Q1 | $281K | Sell |
|
|||||
|
2022
Q4 | $403K | Sell |
|
|||||
|
2022
Q3 | $476K | Sell |
|
|||||
|
2022
Q2 | $592K | Sell |
|
|||||
|
2022
Q1 | $2.02M | Sell |
|
|||||
|
2021
Q4 | $2.28M | Buy |
|
|||||
|
2021
Q3 | $2.22M | Buy |
|
|||||
|
2021
Q2 | $2.04M | Buy |
|
|||||
|
2021
Q1 | $1.82M | Buy |
|
|||||
|
2020
Q4 | $1.49M | Buy |
|
|||||
|
2020
Q3 | $685K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $2K | Sell |
|
|||||
|
2019
Q4 | $25K | Hold |
|
|||||
|
2019
Q3 | $25K | Hold |
|
|||||
|
2019
Q2 | $25K | Sell |
|
|||||
|
2019
Q1 | $26K | Buy |
|
|||||
|
2018
Q4 | $14K | Buy |
|