Perfromance Wealth Partners’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
2025
Q2
$451K Sell
14,703
-4
-0% -$123 0.01% 113
2025
Q1
$452K Sell
14,707
-990
-6% -$30.4K 0.02% 100
2024
Q4
$494K Buy
15,697
+200
+1% +$6.29K 0.02% 97
2024
Q3
$515K Hold
15,497
0.02% 102
2024
Q2
$489K Sell
15,497
-307
-2% -$9.69K 0.02% 86
2024
Q1
$509K Sell
15,804
-63
-0.4% -$2.03K 0.02% 95
2023
Q4
$495K Sell
15,867
-142
-0.9% -$4.43K 0.02% 104
2023
Q3
$483K Sell
16,009
-52
-0.3% -$1.57K 0.02% 110
2023
Q2
$496K Sell
16,061
-553
-3% -$17.1K 0.02% 120
2023
Q1
$519K Sell
16,614
-1,581
-9% -$49.4K 0.03% 106
2022
Q4
$555K Sell
18,195
-248
-1% -$7.57K 0.03% 97
2022
Q3
$584K Sell
18,443
-410
-2% -$13K 0.03% 90
2022
Q2
$620K Sell
18,853
-375
-2% -$12.3K 0.03% 90
2022
Q1
$700K Sell
19,228
-5
-0% -$182 0.03% 95
2021
Q4
$758K Buy
+19,233
New +$758K 0.03% 98