Milestone Asset 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
2023
Q2
Sell
-23,210
Closed -$725K 73
2023
Q1
$725K Sell
23,210
-891
-4% -$27.8K 0.41% 32
2022
Q4
$800K Buy
+24,101
New +$800K 0.48% 23