LWM
LBA Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $128K | Hold |
3,301
| – | – | 0.07% | 129 |
|
|
2016
Q4 | $123K | Sell |
3,301
-580
| -15% | -$21.6K | 0.07% | 128 |
|
|
2016
Q3 | $153K | Buy |
3,881
+331
| +9% | +$13K | 0.09% | 122 |
|
|
2016
Q2 | $142K | Hold |
3,550
| – | – | 0.08% | 125 |
|
|
2016
Q1 | $139K | Sell |
3,550
-4,380
| -55% | -$171K | 0.08% | 125 |
|
|
2015
Q4 | $308K | Buy |
7,930
+5,770
| +267% | +$224K | 0.18% | 92 |
|
|
2015
Q3 | $83K | Buy |
2,160
+580
| +37% | +$22.3K | 0.05% | 156 |
|
|
2015
Q2 | $62K | Hold |
1,580
| – | – | 0.04% | 153 |
|
|
2015
Q1 | $63K | Buy |
1,580
+580
| +58% | +$23.1K | 0.04% | 158 |
|
|
2014
Q4 | $39K | Hold |
1,000
| – | – | 0.03% | 179 |
|
|
2014
Q3 | $40K | Buy |
+1,000
| New | +$40K | 0.03% | 182 |
|