LPAM
Lodestar Private Asset 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 | $978K | Sell |
31,869
-2,855
| -8% | -$87.6K | 0.11% | 99 |
|
2025
Q1 | $1.07M | Buy |
34,724
+1,729
| +5% | +$53.1K | 0.13% | 96 |
|
2024
Q4 | $1.04M | Buy |
32,995
+2,797
| +9% | +$87.9K | 0.13% | 94 |
|
2024
Q3 | $1M | Sell |
30,198
-1,503
| -5% | -$49.9K | 0.13% | 97 |
|
2024
Q2 | $1M | Buy |
31,701
+21
| +0.1% | +$663 | 0.14% | 95 |
|
2024
Q1 | $1.02M | Sell |
31,680
-96
| -0.3% | -$3.09K | 0.15% | 97 |
|
2023
Q4 | $991K | Sell |
31,776
-2,689
| -8% | -$83.9K | 0.15% | 91 |
|
2023
Q3 | $1.04M | Buy |
34,465
+11,017
| +47% | +$332K | 0.18% | 86 |
|
2023
Q2 | $725K | Sell |
23,448
-12,043
| -34% | -$372K | 0.12% | 104 |
|
2023
Q1 | $1.11M | Sell |
35,491
-2,917
| -8% | -$91.1K | 0.2% | 83 |
|
2022
Q4 | $1.17M | Buy |
+38,408
| New | +$1.17M | 0.22% | 78 |
|