LFS
Legacy Financial Strategies’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,787
| Closed | -$251K | – | 104 |
|
|
2024
Q1 | $251K | Buy |
7,787
+252
| +3% | +$8.12K | 0.06% | 78 |
|
|
2023
Q4 | $235K | Hold |
7,535
| – | – | 0.07% | 73 |
|
|
2023
Q3 | $224K | Hold |
7,535
| – | – | 0.07% | 68 |
|
|
2023
Q2 | $233K | Hold |
7,535
| – | – | 0.08% | 68 |
|
|
2023
Q1 | $235K | Buy |
7,535
+71
| +1% | +$2.22K | 0.09% | 66 |
|
|
2022
Q4 | $228K | Hold |
7,464
| – | – | 0.09% | 66 |
|
|
2022
Q3 | $236K | Hold |
7,464
| – | – | 0.11% | 57 |
|
|
2022
Q2 | $245K | Hold |
7,464
| – | – | 0.12% | 58 |
|
|
2022
Q1 | $272K | Buy |
+7,464
| New | +$272K | 0.12% | 58 |
|
|
2018
Q3 | – | Sell |
-5,763
| Closed | -$217K | – | 69 |
|
|
2018
Q2 | $217K | Buy |
+5,763
| New | +$217K | 0.19% | 84 |
|