Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $389K | Buy |
12,316
+200
| +2% | +$6.31K | 0.1% | 69 |
|
|
2024
Q1 | $378K | Hold |
12,116
| – | – | 0.11% | 68 |
|
|
2023
Q4 | $378K | Sell |
12,116
-1,674
| -12% | -$52.2K | 0.11% | 68 |
|
|
2023
Q3 | $416K | Buy |
13,790
+114
| +0.8% | +$3.44K | 0.13% | 63 |
|
|
2023
Q2 | $423K | Sell |
13,676
-1,276
| -9% | -$39.5K | 0.13% | 65 |
|
|
2023
Q1 | $467K | Buy |
14,952
+82
| +0.6% | +$2.56K | 0.14% | 58 |
|
|
2022
Q4 | $454K | Buy |
14,870
+4,370
| +42% | +$133K | 0.15% | 53 |
|
|
2022
Q3 | $333K | Buy |
+10,500
| New | +$333K | 0.14% | 50 |
|
|
2022
Q2 | – | Sell |
-5,895
| Closed | -$215K | – | 76 |
|
|
2022
Q1 | $215K | Buy |
5,895
+34
| +0.6% | +$1.24K | 0.09% | 69 |
|
|
2021
Q4 | $231K | Buy |
+5,861
| New | +$231K | 0.1% | 70 |
|