Mayflower Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-12,914
| Closed | -$403K | – | 367 |
|
2023
Q1 | $403K | Buy |
12,914
+935
| +8% | +$29.2K | 0.05% | 234 |
|
2022
Q4 | $366K | Buy |
11,979
+326
| +3% | +$9.95K | 0.05% | 239 |
|
2022
Q3 | $369K | Buy |
11,653
+959
| +9% | +$30.4K | 0.06% | 227 |
|
2022
Q2 | $352K | Buy |
10,694
+4,162
| +64% | +$137K | 0.05% | 230 |
|
2022
Q1 | $238K | Sell |
6,532
-727
| -10% | -$26.5K | 0.03% | 302 |
|
2021
Q4 | $286K | Sell |
7,259
-873
| -11% | -$34.4K | 0.04% | 274 |
|
2021
Q3 | $317K | Buy |
8,132
+574
| +8% | +$22.4K | 0.04% | 252 |
|
2021
Q2 | $297K | Buy |
7,558
+1,003
| +15% | +$39.4K | 0.04% | 245 |
|
2021
Q1 | $252K | Sell |
6,555
-664
| -9% | -$25.5K | 0.04% | 251 |
|
2020
Q4 | $278K | Buy |
+7,219
| New | +$278K | 0.05% | 218 |
|