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 |
|