New England Private 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 | $1.01M | Sell |
32,416
-814
| -2% | -$25.4K | 0.15% | 89 |
|
|
2025
Q1 | $1.02M | Buy |
33,230
+88
| +0.3% | +$2.7K | 0.16% | 80 |
|
|
2024
Q4 | $1.04M | Buy |
33,142
+204
| +0.6% | +$6.41K | 0.17% | 83 |
|
|
2024
Q3 | $1.09M | Buy |
32,938
+1,146
| +4% | +$38.1K | 0.18% | 78 |
|
|
2024
Q2 | $1M | Sell |
31,792
-4,289
| -12% | -$135K | 0.18% | 79 |
|
|
2024
Q1 | $1.16M | Buy |
36,081
+120
| +0.3% | +$3.85K | 0.2% | 74 |
|
|
2023
Q4 | $1.12M | Buy |
35,961
+522
| +1% | +$16.3K | 0.21% | 71 |
|
|
2023
Q3 | $1.07M | Buy |
35,439
+1,024
| +3% | +$30.8K | 0.22% | 68 |
|
|
2023
Q2 | $1.06M | Buy |
34,415
+574
| +2% | +$17.8K | 0.22% | 65 |
|
|
2023
Q1 | $1.06M | Buy |
33,841
+1,277
| +4% | +$39.9K | 0.21% | 61 |
|
|
2022
Q4 | $994K | Sell |
32,564
-351
| -1% | -$10.7K | 0.21% | 59 |
|
|
2022
Q3 | $1.04M | Sell |
32,915
-20,219
| -38% | -$640K | 0.24% | 54 |
|
|
2022
Q2 | $1.93M | Sell |
53,134
-2
| -0% | -$73 | 0.35% | 46 |
|
|
2022
Q1 | $1.93M | Sell |
53,136
-31,247
| -37% | -$1.14M | 0.35% | 46 |
|
|
2021
Q4 | $2.06M | Buy |
84,383
+32,742
| +63% | +$797K | 0.36% | 44 |
|
|
2021
Q3 | $2M | Buy |
51,641
+4,700
| +10% | +$182K | 0.37% | 44 |
|
|
2021
Q2 | $1.85M | Buy |
46,941
+1,708
| +4% | +$67.2K | 0.35% | 43 |
|
|
2021
Q1 | $1.74M | Buy |
45,233
+10,898
| +32% | +$418K | 0.3% | 49 |
|
|
2020
Q4 | $1.32M | Buy |
34,335
+9,840
| +40% | +$379K | 0.29% | 48 |
|
|
2020
Q3 | $892K | Sell |
24,495
-2,523
| -9% | -$91.9K | 0.22% | 53 |
|
|
2020
Q2 | $932K | Buy |
27,018
+44
| +0.2% | +$1.52K | 0.25% | 48 |
|
|
2020
Q1 | $857K | Sell |
26,974
-750
| -3% | -$23.8K | 0.29% | 45 |
|
|
2019
Q4 | $1.04M | Buy |
27,724
+1,401
| +5% | +$52.7K | 0.27% | 46 |
|
|
2019
Q3 | $988K | Buy |
26,323
+1,693
| +7% | +$63.5K | 0.24% | 55 |
|
|
2019
Q2 | $907K | Sell |
24,630
-688
| -3% | -$25.3K | 0.22% | 63 |
|
|
2019
Q1 | $925K | Sell |
25,318
-18,480
| -42% | -$675K | 0.24% | 58 |
|
|
2018
Q4 | $1.5M | Sell |
43,798
-11,391
| -21% | -$390K | 0.44% | 40 |
|
|
2018
Q3 | $2.05M | Buy |
55,189
+97
| +0.2% | +$3.6K | 0.55% | 38 |
|
|
2018
Q2 | $2.08M | Buy |
55,092
+3,017
| +6% | +$114K | 0.59% | 37 |
|
|
2018
Q1 | $1.96M | Buy |
52,075
+12,657
| +32% | +$475K | 0.55% | 39 |
|
|
2017
Q4 | $1.5M | Buy |
39,418
+3,544
| +10% | +$135K | 0.42% | 45 |
|
|
2017
Q3 | $1.39M | Buy |
35,874
+26
| +0.1% | +$1.01K | 0.41% | 46 |
|
|
2017
Q2 | $1.4M | Buy |
35,848
+130
| +0.4% | +$5.09K | 0.43% | 44 |
|
|
2017
Q1 | $1.38M | Buy |
35,718
+10,014
| +39% | +$388K | 0.44% | 44 |
|
|
2016
Q4 | $958K | Sell |
25,704
-12,176
| -32% | -$454K | 0.33% | 51 |
|
|
2016
Q3 | $1.5M | Buy |
37,880
+16,513
| +77% | +$653K | 0.54% | 42 |
|
|
2016
Q2 | $852K | Buy |
21,367
+5,904
| +38% | +$235K | 0.33% | 53 |
|
|
2016
Q1 | $604K | Buy |
15,463
+4
| +0% | +$156 | 0.25% | 58 |
|
|
2015
Q4 | $601K | Buy |
+15,459
| New | +$601K | 0.24% | 59 |
|