Marks Group 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 Q2	–	Sell	-10,269	Closed	-$331K	–	303
2024 Q1	$331K	Buy	10,269 +108	+1%	+$3.48K	0.03%	256
2023 Q4	$317K	Buy	+10,161	New	+$317K	0.04%	253