MWPCG
Measured Wealth Private Client Group’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
11,865
+3
| +0% | +$92 | 0.11% | 124 |
|
|
2025
Q1 | $365K | Sell |
11,862
-1,243
| -9% | -$38.2K | 0.12% | 120 |
|
|
2024
Q4 | $412K | Buy |
13,105
+1,316
| +11% | +$41.4K | 0.13% | 101 |
|
|
2024
Q3 | $392K | Buy |
11,789
+4,338
| +58% | +$144K | 0.13% | 104 |
|
|
2024
Q2 | $235K | Buy |
7,451
+481
| +7% | +$15.2K | 0.08% | 167 |
|
|
2024
Q1 | $225K | Sell |
6,970
-2,392
| -26% | -$77.1K | 0.08% | 173 |
|
|
2023
Q4 | $292K | Buy |
9,362
+630
| +7% | +$19.7K | 0.11% | 138 |
|
|
2023
Q3 | $263K | Buy |
8,732
+46
| +0.5% | +$1.39K | 0.11% | 138 |
|
|
2023
Q2 | $269K | Buy |
+8,686
| New | +$269K | 0.1% | 149 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$50K | – | 523 |
|
|
2018
Q3 | $50K | Buy |
+1,350
| New | +$50K | 0.03% | 354 |
|