Mid-American Wealth Advisory Group’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 | $9.2K | Buy |
+300
| New | +$9.2K | ﹤0.01% | 181 |
|
2024
Q3 | – | Sell |
-10,165
| Closed | -$321K | – | 55 |
|
2024
Q2 | $321K | Sell |
10,165
-5,176
| -34% | -$163K | 0.2% | 45 |
|
2024
Q1 | $494K | Sell |
15,341
-4,391
| -22% | -$142K | 0.33% | 23 |
|
2023
Q4 | $615K | Sell |
19,732
-1,370
| -6% | -$42.7K | 0.46% | 23 |
|
2023
Q3 | $613K | Sell |
21,102
-171,639
| -89% | -$4.99M | 0.5% | 22 |
|
2023
Q2 | $5.96M | Buy |
+192,741
| New | +$5.96M | 4.64% | 8 |
|
2022
Q1 | $2.78M | Sell |
76,309
-12,739
| -14% | -$464K | 2.17% | 16 |
|
2021
Q4 | $3.51M | Buy |
+89,048
| New | +$3.51M | 2.82% | 11 |
|