Lenox Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $499K | Hold |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $547K | Buy |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $491K | Hold |
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|
2020
Q4 | $493K | Sell |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q2 | $443K | Hold |
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|
2020
Q1 | $407K | Buy |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $321K | Hold |
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|
2019
Q2 | $315K | Hold |
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|
2019
Q1 | $312K | Sell |
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|
2018
Q4 | $453K | Buy |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $204K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $288K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | $12K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $86K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $446K | Buy |
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