Laurel Wealth Advisors (North Carolina)’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 | $7.89M | Buy |
241,912
+234,627
| +3,221% | +$7.65M | 0.11% | 124 |
|
|
2025
Q1 | $224K | Hold |
7,285
| – | – | 0.04% | 168 |
|
|
2024
Q4 | $229K | Hold |
7,285
| – | – | 0.04% | 171 |
|
|
2024
Q3 | $242K | Sell |
7,285
-1,300
| -15% | -$43.2K | 0.04% | 163 |
|
|
2024
Q2 | $271K | Hold |
8,585
| – | – | 0.05% | 152 |
|
|
2024
Q1 | $277K | Hold |
8,585
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $268K | Hold |
8,585
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $259K | Sell |
8,585
-200
| -2% | -$6.03K | 0.05% | 149 |
|
|
2023
Q2 | $272K | Sell |
8,785
-200
| -2% | -$6.19K | 0.05% | 144 |
|
|
2023
Q1 | $281K | Sell |
8,985
-4,215
| -32% | -$132K | 0.06% | 142 |
|
|
2022
Q4 | $403K | Sell |
13,200
-1,840
| -12% | -$56.2K | 0.09% | 123 |
|
|
2022
Q3 | $476K | Sell |
15,040
-2,950
| -16% | -$93.4K | 0.12% | 115 |
|
|
2022
Q2 | $592K | Sell |
17,990
-37,575
| -68% | -$1.24M | 0.14% | 105 |
|
|
2022
Q1 | $2.02M | Sell |
55,565
-2,160
| -4% | -$78.7K | 0.43% | 62 |
|
|
2021
Q4 | $2.28M | Buy |
57,725
+600
| +1% | +$23.7K | 0.47% | 60 |
|
|
2021
Q3 | $2.22M | Buy |
57,125
+5,215
| +10% | +$202K | 0.49% | 56 |
|
|
2021
Q2 | $2.04M | Buy |
51,910
+4,520
| +10% | +$178K | 0.44% | 59 |
|
|
2021
Q1 | $1.82M | Buy |
47,390
+8,630
| +22% | +$331K | 0.44% | 62 |
|
|
2020
Q4 | $1.49M | Buy |
38,760
+19,975
| +106% | +$769K | 0.39% | 67 |
|
|
2020
Q3 | $685K | Buy |
+18,785
| New | +$685K | 0.2% | 88 |
|
|
2020
Q2 | – | Sell |
-70
| Closed | -$2K | – | 530 |
|
|
2020
Q1 | $2K | Sell |
70
-600
| -90% | -$17.1K | ﹤0.01% | 477 |
|
|
2019
Q4 | $25K | Hold |
670
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $25K | Hold |
670
| – | – | 0.01% | 301 |
|
|
2019
Q2 | $25K | Sell |
670
-30
| -4% | -$1.12K | 0.01% | 301 |
|
|
2019
Q1 | $26K | Buy |
700
+300
| +75% | +$11.1K | 0.01% | 287 |
|
|
2018
Q4 | $14K | Buy |
+400
| New | +$14K | 0.01% | 324 |
|