Lyons 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-5,621
| Closed | -$212K | – | 44 |
|
|
2018
Q2 | $212K | Sell |
5,621
-14,813
| -72% | -$559K | 0.3% | 37 |
|
|
2018
Q1 | $773K | Sell |
20,434
-4,719
| -19% | -$179K | 1.17% | 27 |
|
|
2017
Q4 | $1.25M | Sell |
25,153
-880
| -3% | -$43.8K | 2.04% | 5 |
|
|
2017
Q3 | $1.21M | Buy |
26,033
+5,781
| +29% | +$269K | 1.82% | 5 |
|
|
2017
Q2 | $795K | Buy |
20,252
+6,579
| +48% | +$258K | 1.12% | 28 |
|
|
2017
Q1 | $531K | Buy |
+13,673
| New | +$531K | 0.56% | 32 |
|
|
2016
Q4 | – | Sell |
-5,217
| Closed | -$205K | – | 50 |
|
|
2016
Q3 | $205K | Hold |
5,217
| – | – | 0.28% | 42 |
|
|
2016
Q2 | $209K | Buy |
+5,217
| New | +$209K | 0.32% | 40 |
|
|
2013
Q3 | – | Sell |
-6,663
| Closed | -$262K | – | 73 |
|
|
2013
Q2 | $262K | Buy |
+6,663
| New | +$262K | 0.27% | 46 |
|