Legacy Capital Wealth Partners’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
Q2
$1.95M Buy
2025
Q1
$1.88M Sell
2024
Q4
$2.07M Sell
2024
Q3
$2.34M Buy
2024
Q2
$2.13M Buy
2024
Q1
Sell
2023
Q4
$2.23M Sell
2023
Q3
$2.46M Buy
2023
Q2
$356K Sell
2023
Q1
$2.37M Buy
2022
Q4
$2.29M Buy
2022
Q3
$2.24M Buy
2022
Q2
$2.31M Buy
2022
Q1
$2.29M Sell
2021
Q4
$2.41M Buy
2021
Q3
$4.6M Buy
2021
Q2
Sell
2021
Q1
$2.31M Buy
2020
Q4
$2.3M Buy