MAWCM
Mine & Arao Wealth Creation & Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,942
| Closed | -$231K | – | 78 |
|
|
2024
Q3 | $231K | Buy |
6,942
+64
| +0.9% | +$2.13K | 0.11% | 72 |
|
|
2024
Q2 | $217K | Buy |
6,878
+69
| +1% | +$2.18K | 0.11% | 70 |
|
|
2024
Q1 | $219K | Buy |
6,809
+51
| +0.8% | +$1.64K | 0.11% | 70 |
|
|
2023
Q4 | $211K | Buy |
6,758
+109
| +2% | +$3.4K | 0.11% | 70 |
|
|
2023
Q3 | $200K | Buy |
6,649
+73
| +1% | +$2.2K | 0.12% | 70 |
|
|
2023
Q2 | $203K | Buy |
6,576
+80
| +1% | +$2.47K | 0.12% | 72 |
|
|
2023
Q1 | $203K | Buy |
6,496
+53
| +0.8% | +$1.66K | 0.13% | 68 |
|
|
2022
Q4 | $197K | Sell |
6,443
-1,549
| -19% | -$47.3K | 0.15% | 68 |
|
|
2022
Q3 | $253K | Sell |
7,992
-19
| -0.2% | -$601 | 0.19% | 59 |
|
|
2022
Q2 | $263K | Buy |
8,011
+71
| +0.9% | +$2.33K | 0.18% | 60 |
|
|
2022
Q1 | $289K | Buy |
7,940
+37
| +0.5% | +$1.35K | 0.17% | 58 |
|
|
2021
Q4 | $312K | Buy |
7,903
+411
| +5% | +$16.2K | 0.17% | 57 |
|
|
2021
Q3 | $291K | Buy |
7,492
+80
| +1% | +$3.11K | 0.17% | 58 |
|
|
2021
Q2 | $292K | Sell |
7,412
-154
| -2% | -$6.07K | 0.18% | 58 |
|
|
2021
Q1 | $291K | Buy |
7,566
+59
| +0.8% | +$2.27K | 0.19% | 55 |
|
|
2020
Q4 | $289K | Buy |
7,507
+102
| +1% | +$3.93K | 0.21% | 52 |
|
|
2020
Q3 | $270K | Buy |
7,405
+99
| +1% | +$3.61K | 0.22% | 52 |
|
|
2020
Q2 | $253K | Buy |
7,306
+9
| +0.1% | +$312 | 0.24% | 46 |
|
|
2020
Q1 | $232K | Buy |
7,297
+63
| +0.9% | +$2K | 0.27% | 46 |
|
|
2019
Q4 | $272K | Buy |
+7,234
| New | +$272K | 0.26% | 49 |
|