MWM
Mattern Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-11,687
| Closed | -$461K | – | 171 |
|
|
2021
Q4 | $461K | Sell |
11,687
-6,494
| -36% | -$256K | 0.14% | 114 |
|
|
2021
Q3 | $706K | Buy |
18,181
+3
| +0% | +$116 | 0.24% | 91 |
|
|
2021
Q2 | $710K | Buy |
18,178
+5,437
| +43% | +$212K | 0.23% | 93 |
|
|
2021
Q1 | $489K | Buy |
12,741
+3
| +0% | +$115 | 0.17% | 108 |
|
|
2020
Q4 | $491K | Buy |
12,738
+841
| +7% | +$32.4K | 0.19% | 108 |
|
|
2020
Q3 | $434K | Sell |
11,897
-1,162
| -9% | -$42.4K | 0.19% | 105 |
|
|
2020
Q2 | $452K | Sell |
13,059
-5,589
| -30% | -$193K | 0.22% | 96 |
|
|
2020
Q1 | $594K | Sell |
18,648
-5,747
| -24% | -$183K | 0.43% | 73 |
|
|
2019
Q4 | $917K | Buy |
+24,395
| New | +$917K | 0.55% | 70 |
|