MinichMacGregor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-162
| Closed | -$4.95K | – | 479 |
|
|
2022
Q4 | $4.95K | Buy |
+162
| New | +$4.95K | ﹤0.01% | 485 |
|
|
2022
Q1 | – | Sell |
-229,012
| Closed | -$9.03M | – | 99 |
|
|
2021
Q4 | $9.03M | Buy |
229,012
+5,161
| +2% | +$203K | 2.75% | 16 |
|
|
2021
Q3 | $8.69M | Buy |
223,851
+9,580
| +4% | +$372K | 2.92% | 16 |
|
|
2021
Q2 | $8.43M | Buy |
+214,271
| New | +$8.43M | 2.95% | 16 |
|
|
2017
Q4 | – | Sell |
-152
| Closed | -$5K | – | 518 |
|
|
2017
Q3 | $5K | Buy |
+152
| New | +$5K | ﹤0.01% | 352 |
|