Moser Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.04M | Sell |
197,023
-12,324
| -6% | -$378K | 2.9% | 10 |
|
|
2025
Q1 | $6.43M | Sell |
209,347
-2,175
| -1% | -$66.8K | 3.37% | 10 |
|
|
2024
Q4 | $6.65M | Sell |
211,522
-4,293
| -2% | -$135K | 3.46% | 9 |
|
|
2024
Q3 | $7.17M | Buy |
215,815
+1,633
| +0.8% | +$54.3K | 3.72% | 9 |
|
|
2024
Q2 | $6.76M | Sell |
214,182
-3,372
| -2% | -$106K | 3.67% | 8 |
|
|
2024
Q1 | $7.01M | Sell |
217,554
-1,816
| -0.8% | -$58.5K | 3.91% | 8 |
|
|
2023
Q4 | $6.84M | Sell |
219,370
-9,116
| -4% | -$284K | 4.37% | 6 |
|
|
2023
Q3 | $6.89M | Buy |
228,486
+1,620
| +0.7% | +$48.8K | 4.84% | 6 |
|
|
2023
Q2 | $7.02M | Buy |
+226,866
| New | +$7.02M | 4.72% | 6 |
|
|
2022
Q4 | $6.98M | Sell |
228,781
-2,986
| -1% | -$91.2K | 5.27% | 5 |
|
|
2022
Q3 | $7.34M | Sell |
231,767
-2,623
| -1% | -$83.1K | 5.74% | 5 |
|
|
2022
Q2 | $7.71M | Buy |
234,390
+570
| +0.2% | +$18.7K | 5.73% | 4 |
|
|
2022
Q1 | $8.52M | Buy |
233,820
+7,129
| +3% | +$260K | 5.32% | 6 |
|
|
2021
Q4 | $8.94M | Buy |
226,691
+932
| +0.4% | +$36.7K | 5.4% | 6 |
|
|
2021
Q3 | $8.76M | Buy |
225,759
+9,341
| +4% | +$363K | 5.6% | 6 |
|
|
2021
Q2 | $8.51M | Buy |
216,418
+2,942
| +1% | +$116K | 5.48% | 6 |
|
|
2021
Q1 | $8.2M | Buy |
213,476
+1,054
| +0.5% | +$40.5K | 5.76% | 5 |
|
|
2020
Q4 | $8.18M | Buy |
212,422
+1,485
| +0.7% | +$57.2K | 6.03% | 4 |
|
|
2020
Q3 | $7.69M | Sell |
210,937
-6,696
| -3% | -$244K | 6.11% | 5 |
|
|
2020
Q2 | $7.54M | Sell |
217,633
-1,231
| -0.6% | -$42.6K | 7.19% | 4 |
|
|
2020
Q1 | $6.97M | Buy |
218,864
+611
| +0.3% | +$19.5K | 8.09% | 4 |
|
|
2019
Q4 | $8.2M | Buy |
+218,253
| New | +$8.2M | 7.88% | 2 |
|