LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-635
| Closed | -$19.7K | – | 571 |
|
|
2024
Q1 | $19.7K | Buy |
+635
| New | +$19.7K | ﹤0.01% | 460 |
|
|
2018
Q3 | – | Sell |
-2,500
| Closed | -$94K | – | 669 |
|
|
2018
Q2 | $94K | Hold |
2,500
| – | – | ﹤0.01% | 362 |
|
|
2018
Q1 | $94K | Hold |
2,500
| – | – | ﹤0.01% | 373 |
|
|
2017
Q4 | $95K | Buy |
+2,500
| New | +$95K | ﹤0.01% | 366 |
|
|
2016
Q4 | – | Sell |
-450
| Closed | -$18K | – | 608 |
|
|
2016
Q3 | $18K | Buy |
+450
| New | +$18K | ﹤0.01% | 489 |
|
|
2016
Q1 | – | Sell |
-1,500
| Closed | -$58K | – | 638 |
|
|
2015
Q4 | $58K | Buy |
+1,500
| New | +$58K | ﹤0.01% | 404 |
|