Orgel Wealth Management’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 Q4	–	Sell	-1,787,482	Closed	-$59.4M	–	90
2024 Q3	$59.4M	Buy	1,787,482 +20,703	+1%	+$688K	1.49%	18
2024 Q2	$55.7M	Sell	1,766,779 -54,957	-3%	-$1.73M	1.5%	19
2024 Q1	$58.7M	Sell	1,821,736 -16,179	-0.9%	-$521K	1.61%	19
2023 Q4	$57.3M	Buy	+1,837,915	New	+$57.3M	1.7%	19