LWA
Lineweaver Wealth Advisors’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 | $623K | Hold |
20,293
| – | – | 0.1% | 114 |
|
|
2025
Q1 | $624K | Hold |
20,293
| – | – | 0.11% | 104 |
|
|
2024
Q4 | $638K | Sell |
20,293
-2,149
| -10% | -$67.6K | 0.12% | 100 |
|
|
2024
Q3 | $746K | Hold |
22,442
| – | – | 0.14% | 94 |
|
|
2024
Q2 | $708K | Sell |
22,442
-630
| -3% | -$19.9K | 0.15% | 96 |
|
|
2024
Q1 | $744K | Hold |
23,072
| – | – | 0.18% | 89 |
|
|
2023
Q4 | $720K | Sell |
23,072
-1,274
| -5% | -$39.7K | 0.19% | 87 |
|
|
2023
Q3 | $734K | Sell |
24,346
-10
| -0% | -$301 | 0.21% | 75 |
|
|
2023
Q2 | $753K | Buy |
24,356
+450
| +2% | +$13.9K | 0.21% | 73 |
|
|
2023
Q1 | $746K | Buy |
23,906
+6
| +0% | +$187 | 0.23% | 77 |
|
|
2022
Q4 | $730K | Sell |
23,900
-381
| -2% | -$11.6K | 0.22% | 78 |
|
|
2022
Q3 | $768K | Buy |
24,281
+63
| +0.3% | +$1.99K | 0.25% | 70 |
|
|
2022
Q2 | $796K | Sell |
24,218
-715
| -3% | -$23.5K | 0.26% | 67 |
|
|
2022
Q1 | $908K | Sell |
24,933
-50
| -0.2% | -$1.82K | 0.26% | 67 |
|
|
2021
Q4 | $985K | Sell |
24,983
-10,678
| -30% | -$421K | 0.28% | 56 |
|
|
2021
Q3 | $1.38M | Sell |
35,661
-11,529
| -24% | -$447K | 0.42% | 42 |
|
|
2021
Q2 | $1.86M | Buy |
47,190
+6
| +0% | +$236 | 0.61% | 32 |
|
|
2021
Q1 | $1.81M | Sell |
47,184
-6,487
| -12% | -$249K | 0.64% | 30 |
|
|
2020
Q4 | $2.07M | Buy |
53,671
+485
| +0.9% | +$18.7K | 0.81% | 27 |
|
|
2020
Q3 | $1.94M | Sell |
53,186
-4,986
| -9% | -$182K | 0.87% | 27 |
|
|
2020
Q2 | $2.02M | Buy |
58,172
+746
| +1% | +$25.8K | 1.02% | 23 |
|
|
2020
Q1 | $1.83M | Buy |
57,426
+374
| +0.7% | +$11.9K | 1.15% | 23 |
|
|
2019
Q4 | $2.14M | Buy |
+57,052
| New | +$2.14M | 1.21% | 20 |
|