McClarren 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5,154
| Closed | -$162K | – | 344 |
|
|
2024
Q4 | $162K | Buy |
+5,154
| New | +$162K | 0.45% | 38 |
|
|
2024
Q3 | – | Sell |
-31
| Closed | -$81K | – | 324 |
|
|
2024
Q2 | $81K | Sell |
31
-2,513
| -99% | -$6.57M | 0.06% | 115 |
|
|
2024
Q1 | $82K | Sell |
2,544
-1,798
| -41% | -$58K | 0.06% | 112 |
|
|
2023
Q4 | $135K | Buy |
4,342
+100
| +2% | +$3.11K | 0.1% | 88 |
|
|
2023
Q3 | $127K | Buy |
4,242
+64
| +2% | +$1.92K | 0.11% | 86 |
|
|
2023
Q2 | $129K | Buy |
4,178
+71
| +2% | +$2.19K | 0.11% | 88 |
|
|
2023
Q1 | $128K | Buy |
4,107
+46
| +1% | +$1.43K | 0.12% | 85 |
|
|
2022
Q4 | $123K | Buy |
4,061
+97
| +2% | +$2.94K | 0.12% | 89 |
|
|
2022
Q3 | $125K | Buy |
+3,964
| New | +$125K | 0.12% | 80 |
|
|
2022
Q2 | – | Sell |
-3,866
| Closed | -$140K | – | 197 |
|
|
2022
Q1 | $140K | Buy |
3,866
+24
| +0.6% | +$869 | 0.1% | 73 |
|
|
2021
Q4 | $152K | Buy |
3,842
+53
| +1% | +$2.1K | 0.1% | 72 |
|
|
2021
Q3 | $147K | Buy |
3,789
+43
| +1% | +$1.67K | 0.11% | 65 |
|
|
2021
Q2 | $147K | Buy |
3,746
+45
| +1% | +$1.77K | 0.12% | 63 |
|
|
2021
Q1 | $142K | Buy |
3,701
+29
| +0.8% | +$1.11K | 0.13% | 66 |
|
|
2020
Q4 | $141K | Buy |
+3,672
| New | +$141K | 0.14% | 63 |
|