Perigon Wealth Management’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 | $893K | Sell |
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2025
Q2 | $892K | Sell |
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|
2025
Q1 | $945K | Buy |
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|
2024
Q4 | $937K | Sell |
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|
2024
Q3 | $1.06M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $1.01M | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $789K | Sell |
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|
2021
Q3 | $832K | Buy |
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|
2021
Q2 | $790K | Buy |
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|
2021
Q1 | $552K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $41K | Sell |
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|
2017
Q2 | $1.75M | Sell |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $1.75M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $2M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.94M | Sell |
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|
2015
Q3 | $2.88M | Buy |
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|
2015
Q2 | $2.92M | Buy |
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|
2015
Q1 | $2.98M | Buy |
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