Meridian Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-30,166
| Closed | -$1.19M | – | 217 |
|
|
2021
Q4 | $1.19M | Sell |
30,166
-1,979
| -6% | -$78K | 0.29% | 76 |
|
|
2021
Q3 | $1.25M | Sell |
32,145
-1,732
| -5% | -$67.2K | 0.35% | 67 |
|
|
2021
Q2 | $1.33M | Buy |
33,877
+769
| +2% | +$30.3K | 0.38% | 65 |
|
|
2021
Q1 | $1.27M | Buy |
33,108
+3,012
| +10% | +$116K | 0.42% | 59 |
|
|
2020
Q4 | $1.16M | Buy |
30,096
+3,421
| +13% | +$132K | 0.42% | 52 |
|
|
2020
Q3 | $972K | Buy |
26,675
+12,175
| +84% | +$444K | 0.42% | 53 |
|
|
2020
Q2 | $502K | Buy |
+14,500
| New | +$502K | 0.23% | 90 |
|