Oak Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-27,363
| Closed | -$997K | – | 144 |
|
|
2022
Q1 | $997K | Buy |
27,363
+21,546
| +370% | +$785K | 0.39% | 55 |
|
|
2021
Q4 | $229K | Hold |
5,817
| – | – | 0.09% | 142 |
|
|
2021
Q3 | $226K | Sell |
5,817
-11,843
| -67% | -$460K | 0.08% | 133 |
|
|
2021
Q2 | $695K | Sell |
17,660
-3,923
| -18% | -$154K | 0.29% | 53 |
|
|
2021
Q1 | $829K | Sell |
21,583
-2,525
| -10% | -$97K | 0.36% | 43 |
|
|
2020
Q4 | $928K | Buy |
+24,108
| New | +$928K | 0.48% | 45 |
|