Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-100
| Closed | -$3.12K | – | 628 |
|
|
2023
Q4 | $3.12K | Hold |
100
| – | – | ﹤0.01% | 645 |
|
|
2023
Q3 | $3.02K | Hold |
100
| – | – | ﹤0.01% | 598 |
|
|
2023
Q2 | $3.09K | Sell |
100
-165
| -62% | -$5.1K | ﹤0.01% | 575 |
|
|
2023
Q1 | $8.27K | Sell |
265
-3,755
| -93% | -$117K | ﹤0.01% | 454 |
|
|
2022
Q4 | $123K | Sell |
4,020
-830
| -17% | -$25.3K | 0.02% | 177 |
|
|
2022
Q3 | $154K | Buy |
4,850
+830
| +21% | +$26.4K | 0.03% | 159 |
|
|
2022
Q2 | $132K | Hold |
4,020
| – | – | 0.02% | 171 |
|
|
2022
Q1 | $146K | Hold |
4,020
| – | – | 0.03% | 162 |
|
|
2021
Q4 | $159K | Hold |
4,020
| – | – | 0.03% | 158 |
|
|
2021
Q3 | $156K | Hold |
4,020
| – | – | 0.03% | 154 |
|
|
2021
Q2 | $158K | Hold |
4,020
| – | – | 0.03% | 152 |
|
|
2021
Q1 | $154K | Buy |
4,020
+1,855
| +86% | +$71.1K | 0.04% | 148 |
|
|
2020
Q4 | $83K | Buy |
2,165
+1,395
| +181% | +$53.5K | 0.02% | 174 |
|
|
2020
Q3 | $28K | Buy |
770
+670
| +670% | +$24.4K | 0.01% | 278 |
|
|
2020
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 467 |
|
|
2020
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 415 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2019
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 439 |
|
|
2019
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 446 |
|
|
2019
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 430 |
|
|
2018
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 399 |
|
|
2018
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2018
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 656 |
|
|
2018
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 643 |
|
|
2017
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 436 |
|
|
2017
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 423 |
|
|
2017
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 416 |
|
|
2017
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 359 |
|
|
2016
Q4 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 379 |
|