Meristem Family Wealth’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 | $209K | Sell |
5,744
-10,511
| -65% | -$382K | 0.02% | 322 |
|
|
2021
Q4 | $641K | Buy |
16,255
+244
| +2% | +$9.62K | 0.05% | 188 |
|
|
2021
Q3 | $621K | Hold |
16,011
| – | – | 0.06% | 192 |
|
|
2021
Q2 | $630K | Buy |
16,011
+5,500
| +52% | +$216K | 0.1% | 148 |
|
|
2021
Q1 | $404K | Hold |
10,511
| – | – | 0.08% | 147 |
|
|
2020
Q4 | $405K | Hold |
10,511
| – | – | 0.09% | 141 |
|
|
2020
Q3 | $383K | Hold |
10,511
| – | – | 0.1% | 125 |
|
|
2020
Q2 | $364K | Hold |
10,511
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $335K | Hold |
10,511
| – | – | 0.1% | 126 |
|
|
2019
Q4 | $395K | Hold |
10,511
| – | – | 0.1% | 123 |
|
|
2019
Q3 | $394K | Buy |
+10,511
| New | +$394K | 0.11% | 119 |
|