Monument Capital 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
2024
Q2
Sell
-36,236
Closed -$1.17M 195
2024
Q1
$1.17M Sell
36,236
-1,654
-4% -$53.3K 0.34% 75
2023
Q4
$1.18M Sell
37,890
-1,660
-4% -$51.8K 0.38% 71
2023
Q3
$1.19M Sell
39,550
-9,287
-19% -$280K 0.4% 70
2023
Q2
$1.51M Sell
48,837
-2,150
-4% -$66.5K 0.48% 63
2023
Q1
$1.59M Buy
+50,987
New +$1.59M 0.53% 58
2022
Q1
Sell
-17,472
Closed -$689K 149
2021
Q4
$689K Sell
17,472
-3,279
-16% -$129K 0.21% 98
2021
Q3
$805K Sell
20,751
-2,569
-11% -$99.7K 0.27% 85
2021
Q2
$917K Sell
23,320
-20,204
-46% -$794K 0.32% 74
2021
Q1
$1.67M Buy
43,524
+19,300
+80% +$741K 0.67% 64
2020
Q4
$933K Buy
24,224
+1,535
+7% +$59.1K 0.43% 70
2020
Q3
$827K Buy
+22,689
New +$827K 0.44% 70
2018
Q4
Sell
-1,500
Closed -$56K 259
2018
Q3
$56K Buy
+1,500
New +$56K 0.03% 124