Lodestone Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-14,907
| Closed | -$470K | – | 153 |
|
|
2024
Q2 | $470K | Sell |
14,907
-795
| -5% | -$25.1K | 0.25% | 98 |
|
|
2024
Q1 | $506K | Sell |
15,702
-149
| -0.9% | -$4.8K | 0.27% | 92 |
|
|
2023
Q4 | $494K | Buy |
15,851
+72
| +0.5% | +$2.25K | 0.29% | 84 |
|
|
2023
Q3 | $476K | Sell |
15,779
-1,321
| -8% | -$39.8K | 0.33% | 72 |
|
|
2023
Q2 | $529K | Sell |
17,100
-1,086
| -6% | -$33.6K | 0.36% | 73 |
|
|
2023
Q1 | $568K | Buy |
18,186
+47
| +0.3% | +$1.47K | 0.44% | 62 |
|
|
2022
Q4 | $554K | Buy |
+18,139
| New | +$554K | 0.45% | 62 |
|