Leicht Financial Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,392
| Closed | -$426K | – | 39 |
|
|
2020
Q1 | $426K | Sell |
13,392
-57,284
| -81% | -$1.82M | 0.41% | 36 |
|
|
2019
Q4 | $2.66M | Sell |
70,676
-78,149
| -53% | -$2.94M | 2.42% | 11 |
|
|
2019
Q3 | $5.59M | Sell |
148,825
-4,066
| -3% | -$153K | 5.34% | 2 |
|
|
2019
Q2 | $5.63M | Buy |
152,891
+11,718
| +8% | +$432K | 5.52% | 3 |
|
|
2019
Q1 | $5.16M | Buy |
141,173
+51,097
| +57% | +$1.87M | 5.32% | 7 |
|
|
2018
Q4 | $3.08M | Buy |
90,076
+37,572
| +72% | +$1.29M | 4.07% | 9 |
|
|
2018
Q3 | $1.95M | Buy |
52,504
+46,621
| +792% | +$1.74M | 2.32% | 13 |
|
|
2018
Q2 | $223K | Buy |
+5,883
| New | +$223K | 0.19% | 26 |
|