LWA
Lowe 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 | $4.6K | Hold |
150
| – | – | ﹤0.01% | 290 |
|
2025
Q1 | $4.61K | Buy |
+150
| New | +$4.61K | ﹤0.01% | 292 |
|
2023
Q1 | – | Sell |
-850
| Closed | -$26K | – | 357 |
|
2022
Q4 | $26K | Hold |
850
| – | – | 0.01% | 141 |
|
2022
Q3 | $27K | Sell |
850
-275
| -24% | -$8.74K | 0.02% | 132 |
|
2022
Q2 | $37K | Hold |
1,125
| – | – | 0.02% | 109 |
|
2022
Q1 | $41K | Hold |
1,125
| – | – | 0.02% | 114 |
|
2021
Q4 | $44K | Hold |
1,125
| – | – | 0.02% | 108 |
|
2021
Q3 | $44K | Hold |
1,125
| – | – | 0.02% | 99 |
|
2021
Q2 | $44K | Hold |
1,125
| – | – | 0.02% | 98 |
|
2021
Q1 | $43K | Hold |
1,125
| – | – | 0.02% | 96 |
|
2020
Q4 | $43K | Buy |
+1,125
| New | +$43K | 0.02% | 93 |
|
2016
Q4 | – | Sell |
-80
| Closed | -$3K | – | 246 |
|
2016
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 192 |
|
2016
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 187 |
|
2016
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 176 |
|
2015
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 187 |
|
2015
Q3 | $3K | Sell |
80
-1,310
| -94% | -$49.1K | ﹤0.01% | 184 |
|
2015
Q2 | $54K | Hold |
1,390
| – | – | 0.04% | 69 |
|
2015
Q1 | $56K | Hold |
1,390
| – | – | 0.04% | 66 |
|
2014
Q4 | $55K | Buy |
+1,390
| New | +$55K | 0.04% | 63 |
|