Mosaic Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-2,661
| Closed | -$97K | – | 482 |
|
2019
Q1 | $97K | Hold |
2,661
| – | – | 0.04% | 239 |
|
2018
Q4 | $91K | Hold |
2,661
| – | – | 0.04% | 238 |
|
2018
Q3 | $96K | Hold |
2,661
| – | – | 0.04% | 233 |
|
2018
Q2 | $100K | Hold |
2,661
| – | – | 0.04% | 226 |
|
2018
Q1 | $100K | Hold |
2,661
| – | – | 0.04% | 224 |
|
2017
Q4 | $101K | Hold |
2,661
| – | – | 0.04% | 237 |
|
2017
Q3 | $103K | Hold |
2,661
| – | – | 0.04% | 254 |
|
2017
Q2 | $104K | Buy |
2,661
+206
| +8% | +$8.05K | 0.04% | 243 |
|
2017
Q1 | $95K | Hold |
2,455
| – | – | 0.04% | 261 |
|
2016
Q4 | $91K | Buy |
2,455
+510
| +26% | +$18.9K | 0.04% | 268 |
|
2016
Q3 | $77K | Hold |
1,945
| – | – | 0.04% | 284 |
|
2016
Q2 | $78K | Buy |
1,945
+1
| +0.1% | +$40 | 0.04% | 280 |
|
2016
Q1 | $75K | Hold |
1,944
| – | – | 0.04% | 284 |
|
2015
Q4 | $75K | Buy |
+1,944
| New | +$75K | 0.03% | 259 |
|