Onyx Bridge Wealth Group’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
2024
Q2
Sell
-6,452
Closed -$201K 278
2024
Q1
$201K Buy
+6,452
New +$201K 0.04% 236
2023
Q4
Sell
-7,025
Closed -$212K 265
2023
Q3
$212K Sell
7,025
-1,123
-14% -$33.9K 0.05% 209
2023
Q2
$252K Buy
+8,148
New +$252K 0.06% 189