Lumature Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $375K | Buy |
|
|||||
|
2023
Q1 | $347K | Hold |
|
|||||
|
2022
Q4 | $340K | Buy |
|
|||||
|
2022
Q3 | $340K | Hold |
|
|||||
|
2022
Q2 | $353K | Hold |
|
|||||
|
2022
Q1 | $392K | Hold |
|
|||||
|
2021
Q4 | $424K | Buy |
|
|||||
|
2021
Q3 | $394K | Buy |
|
|||||
|
2021
Q2 | $393K | Buy |
|
|||||
|
2021
Q1 | $269K | Sell |
|
|||||
|
2020
Q4 | $362K | Buy |
|