Panoramic Investment 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
2023 Q4	–	Sell	-10,026	Closed	-$302K	–	107
2023 Q3	$302K	Buy	+10,026	New	+$302K	0.28%	73
2022 Q4	$294K	Buy	+9,620	New	+$294K	0.3%	72