NFA
Northwest Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,768
| Closed | -$362K | – | 114 |
|
|
2025
Q1 | $362K | Buy |
11,768
+111
| +1% | +$3.41K | 0.3% | 73 |
|
|
2024
Q4 | $367K | Buy |
11,657
+203
| +2% | +$6.38K | 0.3% | 71 |
|
|
2024
Q3 | $381K | Sell |
11,454
-162
| -1% | -$5.38K | 0.3% | 64 |
|
|
2024
Q2 | $366K | Buy |
+11,616
| New | +$366K | 0.37% | 63 |
|
|
2024
Q1 | – | Sell |
-1,432
| Closed | -$44.7K | – | 393 |
|
|
2023
Q4 | $44.7K | Buy |
+1,432
| New | +$44.7K | 0.04% | 221 |
|