LSA
Lion Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25,910
| Closed | -$1.02M | – | 290 |
|
|
2023
Q2 | $1.02M | Buy |
+25,910
| New | +$1.02M | 0.34% | 58 |
|
|
2023
Q1 | – | Sell |
-19,022
| Closed | -$749K | – | 259 |
|
|
2022
Q4 | $749K | Buy |
+19,022
| New | +$749K | 0.39% | 39 |
|
|
2022
Q3 | – | Sell |
-19,022
| Closed | -$750K | – | 158 |
|
|
2022
Q2 | $750K | Sell |
19,022
-750
| -4% | -$29.6K | 0.39% | 39 |
|
|
2022
Q1 | $722K | Sell |
19,772
-100
| -0.5% | -$3.65K | 0.37% | 38 |
|
|
2021
Q4 | $785K | Buy |
19,872
+850
| +4% | +$33.6K | 0.38% | 39 |
|
|
2021
Q3 | $737K | Buy |
+19,022
| New | +$737K | 0.4% | 39 |
|
|
2020
Q2 | – | Sell |
-118
| Closed | -$4K | – | 300 |
|
|
2020
Q1 | $4K | Buy |
+118
| New | +$4K | 0.02% | 296 |
|