Legacy Wealth Management (Mississippi)’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
2025 Q1	–	Sell	-13,644	Closed	-$429K	–	101
2024 Q4	$429K	Buy	13,644 +3,317	+32%	+$104K	0.17%	72
2024 Q3	$343K	Buy	+10,327	New	+$343K	0.13%	82