Optimum Investment Advisors’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 | $240K | Hold |
|
|||||
|
2025
Q2 | $233K | Hold |
|
|||||
|
2025
Q1 | $234K | Hold |
|
|||||
|
2024
Q4 | $239K | Sell |
|
|||||
|
2024
Q3 | $266K | Hold |
|
|||||
|
2024
Q2 | $252K | Hold |
|
|||||
|
2024
Q1 | $258K | Hold |
|
|||||
|
2023
Q4 | $250K | Hold |
|
|||||
|
2023
Q3 | $241K | Hold |
|
|||||
|
2023
Q2 | $247K | Hold |
|
|||||
|
2023
Q1 | $250K | Sell |
|
|||||
|
2022
Q4 | $293K | Sell |
|
|||||
|
2022
Q3 | $316K | Sell |
|
|||||
|
2022
Q2 | $345K | Hold |
|
|||||
|
2022
Q1 | $382K | Buy |
|
|||||
|
2021
Q4 | $410K | Buy |
|
|||||
|
2021
Q3 | $364K | Hold |
|
|||||
|
2021
Q2 | $369K | Sell |
|
|||||
|
2021
Q1 | $372K | Hold |
|
|||||
|
2020
Q4 | $373K | Sell |
|
|||||
|
2020
Q3 | $444K | Sell |
|
|||||
|
2020
Q2 | $644K | Hold |
|
|||||
|
2020
Q1 | $592K | Sell |
|
|||||
|
2019
Q4 | $763K | Buy |
|
|||||
|
2019
Q3 | $743K | Sell |
|
|||||
|
2019
Q2 | $803K | Hold |
|
|||||
|
2019
Q1 | $796K | Sell |
|
|||||
|
2018
Q4 | $766K | Sell |
|
|||||
|
2018
Q3 | $835K | Hold |
|
|||||
|
2018
Q2 | $848K | Hold |
|
|||||
|
2018
Q1 | $845K | Sell |
|
|||||
|
2017
Q4 | $909K | Hold |
|
|||||
|
2017
Q3 | $927K | Buy |
|
|||||
|
2017
Q2 | $916K | Buy |
|
|||||
|
2017
Q1 | $894K | Buy |
|
|||||
|
2016
Q4 | $807K | Sell |
|
|||||
|
2016
Q3 | $872K | Buy |
|
|||||
|
2016
Q2 | $841K | Buy |
|
|||||
|
2016
Q1 | $745K | Buy |
|
|||||
|
2015
Q4 | $578K | Buy |
|
|||||
|
2015
Q3 | $556K | Buy |
|
|||||
|
2015
Q1 | $525K | Sell |
|
|||||
|
2014
Q4 | $560K | Buy |
|
|||||
|
2014
Q3 | $530K | Sell |
|
|||||
|
2014
Q2 | $607K | Buy |
|
|||||
|
2014
Q1 | $359K | Buy |
|
|||||
|
2013
Q4 | $276K | Sell |
|
|||||
|
2013
Q3 | $319K | Buy |
|