Oak Harbor Wealth Partners’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.45M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $860K | Sell |
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|
2023
Q1 | $908K | Buy |
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|
2022
Q4 | $576K | Sell |
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|
2022
Q3 | $650K | Sell |
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|
2022
Q2 | $695K | Sell |
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|
2022
Q1 | $862K | Buy |
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|
2021
Q4 | $649K | Buy |
|