Lifeworks Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Sell |
12,096
-4,489
| -27% | -$138K | 0.06% | 234 |
|
|
2025
Q1 | $510K | Buy |
16,585
+3,075
| +23% | +$94.5K | 0.08% | 178 |
|
|
2024
Q4 | $425K | Sell |
13,510
-5,130
| -28% | -$161K | 0.08% | 189 |
|
|
2024
Q3 | $619K | Sell |
18,640
-2,562
| -12% | -$85.1K | 0.12% | 143 |
|
|
2024
Q2 | $669K | Sell |
21,202
-373
| -2% | -$11.8K | 0.19% | 114 |
|
|
2024
Q1 | $695K | Sell |
21,575
-2,390
| -10% | -$77K | 0.19% | 109 |
|
|
2023
Q4 | $747K | Sell |
23,965
-1,130
| -5% | -$35.2K | 0.26% | 90 |
|
|
2023
Q3 | $757K | Buy |
+25,095
| New | +$757K | 0.29% | 93 |
|