LCM
Liberty Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Hold |
100,122
| – | – | 0.62% | 49 |
|
|
2025
Q1 | $3.08M | Sell |
100,122
-2,318
| -2% | -$71.2K | 0.68% | 42 |
|
|
2024
Q4 | $3.22M | Sell |
102,440
-8,721
| -8% | -$274K | 0.71% | 41 |
|
|
2024
Q3 | $3.69M | Sell |
111,161
-3,262
| -3% | -$108K | 0.82% | 39 |
|
|
2024
Q2 | $3.61M | Sell |
114,423
-10,725
| -9% | -$338K | 0.86% | 38 |
|
|
2024
Q1 | $4.03M | Sell |
125,148
-41,990
| -25% | -$1.35M | 0.99% | 34 |
|
|
2023
Q4 | $5.21M | Sell |
167,138
-14,315
| -8% | -$446K | 1.37% | 23 |
|
|
2023
Q3 | $5.47M | Sell |
181,453
-15,915
| -8% | -$480K | 1.62% | 20 |
|
|
2023
Q2 | $6.1M | Sell |
197,368
-275
| -0.1% | -$8.51K | 1.83% | 15 |
|
|
2023
Q1 | $6.17M | Sell |
197,643
-3,250
| -2% | -$101K | 2.03% | 13 |
|
|
2022
Q4 | $6.13M | Sell |
200,893
-22,871
| -10% | -$698K | 2.13% | 11 |
|
|
2022
Q3 | $7.09M | Sell |
223,764
-2,779
| -1% | -$88K | 2.65% | 8 |
|
|
2022
Q2 | $7.45M | Sell |
226,543
-20,592
| -8% | -$677K | 2.65% | 8 |
|
|
2022
Q1 | $9M | Sell |
247,135
-15,640
| -6% | -$570K | 2.63% | 9 |
|
|
2021
Q4 | $10.4M | Buy |
262,775
+20,845
| +9% | +$822K | 2.8% | 8 |
|
|
2021
Q3 | $9.39M | Buy |
241,930
+110,798
| +84% | +$4.3M | 2.77% | 8 |
|
|
2021
Q2 | $5.16M | Buy |
131,132
+50,859
| +63% | +$2M | 1.57% | 19 |
|
|
2021
Q1 | $3.08M | Buy |
80,273
+17,590
| +28% | +$675K | 1.06% | 34 |
|
|
2020
Q4 | $2.41M | Buy |
+62,683
| New | +$2.41M | 0.87% | 40 |
|
|
2020
Q2 | $684K | Buy |
19,741
+7,846
| +66% | +$272K | 0.3% | 74 |
|
|
2020
Q1 | $379K | Buy |
+11,895
| New | +$379K | 0.2% | 84 |
|
|
2017
Q4 | – | Sell |
-836
| Closed | -$32K | – | 269 |
|
|
2017
Q3 | $32K | Buy |
+836
| New | +$32K | 0.02% | 205 |
|