LWM
Liberty Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,494
| Closed | -$384K | – | 220 |
|
|
2023
Q1 | $384K | Buy |
+12,494
| New | +$384K | 0.08% | 144 |
|
|
2022
Q3 | – | Sell |
-6,138
| Closed | -$201K | – | 156 |
|
|
2022
Q2 | $201K | Buy |
+6,138
| New | +$201K | 0.08% | 139 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 174 |
|
|
2021
Q4 | – | Sell |
-5,669
| Closed | -$220K | – | 147 |
|
|
2021
Q3 | $220K | Buy |
5,669
+19
| +0.3% | +$737 | 0.08% | 151 |
|
|
2021
Q2 | $222K | Sell |
5,650
-24
| -0.4% | -$943 | 0.09% | 121 |
|
|
2021
Q1 | $215K | Hold |
5,674
| – | – | 0.11% | 102 |
|
|
2020
Q4 | $215K | Buy |
5,674
+22
| +0.4% | +$834 | 0.11% | 101 |
|
|
2020
Q3 | $206K | Buy |
5,652
+22
| +0.4% | +$802 | 0.12% | 92 |
|
|
2020
Q2 | $190K | Buy |
5,630
+25
| +0.4% | +$844 | 0.13% | 94 |
|
|
2020
Q1 | $178K | Buy |
5,605
+13
| +0.2% | +$413 | 0.16% | 97 |
|
|
2019
Q4 | $210K | Buy |
5,592
+27
| +0.5% | +$1.01K | 0.17% | 100 |
|
|
2019
Q3 | $209K | Buy |
5,565
+304
| +6% | +$11.4K | 0.2% | 92 |
|
|
2019
Q2 | $194K | Buy |
5,261
+975
| +23% | +$36K | 0.17% | 107 |
|
|
2019
Q1 | $156K | Buy |
4,286
+14
| +0.3% | +$510 | 0.12% | 100 |
|
|
2018
Q4 | $146K | Buy |
+4,272
| New | +$146K | 0.11% | 101 |
|