Meridian Wealth Management’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
Q2 | $332K | Buy |
10,824
+555
| +5% | +$17K | 0.01% | 539 |
|
|
2025
Q1 | $316K | Buy |
10,269
+2,866
| +39% | +$88.1K | 0.02% | 512 |
|
|
2024
Q4 | $233K | Buy |
7,403
+917
| +14% | +$28.8K | 0.01% | 572 |
|
|
2024
Q3 | $216K | Buy |
+6,486
| New | +$216K | 0.01% | 598 |
|
|
2024
Q2 | – | Sell |
-7,358
| Closed | -$237K | – | 473 |
|
|
2024
Q1 | $237K | Buy |
7,358
+143
| +2% | +$4.61K | 0.04% | 184 |
|
|
2023
Q4 | $225K | Sell |
7,215
-7,213
| -50% | -$225K | 0.01% | 546 |
|
|
2023
Q3 | $435K | Buy |
14,428
+7,233
| +101% | +$218K | 0.03% | 393 |
|
|
2023
Q2 | $223K | Sell |
7,195
-18
| -0.2% | -$557 | 0.02% | 498 |
|
|
2023
Q1 | $225K | Buy |
7,213
+626
| +10% | +$19.5K | 0.02% | 485 |
|
|
2022
Q4 | $201K | Sell |
6,587
-1,400
| -18% | -$42.7K | 0.02% | 489 |
|
|
2022
Q3 | $253K | Sell |
7,987
-239
| -3% | -$7.57K | 0.03% | 405 |
|
|
2022
Q2 | $270K | Sell |
8,226
-372
| -4% | -$12.2K | 0.02% | 452 |
|
|
2022
Q1 | $313K | Sell |
8,598
-564
| -6% | -$20.5K | 0.03% | 305 |
|
|
2021
Q4 | $361K | Buy |
9,162
+165
| +2% | +$6.5K | 0.04% | 287 |
|
|
2021
Q3 | $349K | Buy |
8,997
+18
| +0.2% | +$698 | 0.04% | 283 |
|
|
2021
Q2 | $353K | Sell |
8,979
-58
| -0.6% | -$2.28K | 0.05% | 280 |
|
|
2021
Q1 | $347K | Sell |
9,037
-361
| -4% | -$13.9K | 0.05% | 264 |
|
|
2020
Q4 | $361K | Buy |
9,398
+12
| +0.1% | +$461 | 0.06% | 239 |
|
|
2020
Q3 | $342K | Sell |
9,386
-351
| -4% | -$12.8K | 0.08% | 176 |
|
|
2020
Q2 | $337K | Sell |
9,737
-811
| -8% | -$28.1K | 0.11% | 152 |
|
|
2020
Q1 | $335K | Sell |
10,548
-364
| -3% | -$11.6K | 0.15% | 145 |
|
|
2019
Q4 | $410K | Buy |
10,912
+2,044
| +23% | +$76.8K | 0.2% | 108 |
|
|
2019
Q3 | $333K | Buy |
8,868
+22
| +0.2% | +$826 | 0.16% | 134 |
|
|
2019
Q2 | $3.26K | Sell |
8,846
-313
| -3% | -$115 | 0.13% | 134 |
|
|
2019
Q1 | $335K | Sell |
9,159
-261
| -3% | -$9.55K | 0.15% | 129 |
|
|
2018
Q4 | $322K | Buy |
9,420
+46
| +0.5% | +$1.57K | 0.19% | 106 |
|
|
2018
Q3 | $348K | Sell |
9,374
-3,034
| -24% | -$113K | 0.15% | 120 |
|
|
2018
Q2 | $468K | Buy |
12,408
+1,879
| +18% | +$70.9K | 0.22% | 99 |
|
|
2018
Q1 | $395K | Sell |
10,529
-3,012
| -22% | -$113K | 0.2% | 107 |
|
|
2017
Q4 | $518K | Buy |
13,541
+38
| +0.3% | +$1.45K | 0.32% | 74 |
|
|
2017
Q3 | $522K | Sell |
13,503
-365
| -3% | -$14.1K | 0.33% | 75 |
|
|
2017
Q2 | $543K | Buy |
13,868
+239
| +2% | +$9.36K | 0.34% | 67 |
|
|
2017
Q1 | $527K | Buy |
13,629
+5,813
| +74% | +$225K | 0.32% | 74 |
|
|
2016
Q4 | $294K | Buy |
+7,816
| New | +$294K | 0.23% | 89 |
|