LCWP
Legacy Capital Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
63,474
+2,256
| +4% | +$69.2K | 0.44% | 37 |
|
|
2025
Q1 | $1.88M | Sell |
61,218
-4,680
| -7% | -$144K | 0.46% | 32 |
|
|
2024
Q4 | $2.07M | Sell |
65,898
-4,452
| -6% | -$140K | 0.51% | 27 |
|
|
2024
Q3 | $2.34M | Buy |
70,350
+2,815
| +4% | +$93.5K | 0.47% | 40 |
|
|
2024
Q2 | $2.13M | Buy |
+67,535
| New | +$2.13M | 0.54% | 27 |
|
|
2024
Q1 | – | Sell |
-71,559
| Closed | -$2.23M | – | 274 |
|
|
2023
Q4 | $2.23M | Sell |
71,559
-9,950
| -12% | -$310K | 0.63% | 31 |
|
|
2023
Q3 | $2.46M | Buy |
81,509
+69,991
| +608% | +$2.11M | 0.67% | 25 |
|
|
2023
Q2 | $356K | Sell |
11,518
-64,486
| -85% | -$1.99M | 0.3% | 35 |
|
|
2023
Q1 | $2.37M | Buy |
76,004
+974
| +1% | +$30.4K | 0.65% | 32 |
|
|
2022
Q4 | $2.29M | Buy |
75,030
+4,181
| +6% | +$128K | 1.09% | 25 |
|
|
2022
Q3 | $2.24M | Buy |
70,849
+724
| +1% | +$22.9K | 1.19% | 27 |
|
|
2022
Q2 | $2.31M | Buy |
70,125
+7,239
| +12% | +$238K | 1.16% | 27 |
|
|
2022
Q1 | $2.29M | Sell |
62,886
-1,010
| -2% | -$36.8K | 0.98% | 28 |
|
|
2021
Q4 | $2.41M | Buy |
63,896
+4,804
| +8% | +$181K | 0.99% | 20 |
|
|
2021
Q3 | $4.6M | Buy |
+59,092
| New | +$4.6M | 1.8% | 18 |
|
|
2021
Q2 | – | Sell |
-60,077
| Closed | -$2.31M | – | 62 |
|
|
2021
Q1 | $2.31M | Buy |
60,077
+248
| +0.4% | +$9.52K | 0.95% | 24 |
|
|
2020
Q4 | $2.3M | Buy |
+59,829
| New | +$2.3M | 0.99% | 23 |
|