Personal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,020
| Closed | -$79K | – | 308 |
|
|
2021
Q2 | $79K | Buy |
+2,020
| New | +$79K | 0.03% | 132 |
|
|
2020
Q1 | – | Sell |
-5,719
| Closed | -$215K | – | 453 |
|
|
2019
Q4 | $215K | Sell |
5,719
-13,588
| -70% | -$511K | 0.09% | 62 |
|
|
2019
Q3 | $725K | Hold |
19,307
| – | – | 0.33% | 33 |
|
|
2019
Q2 | $711K | Sell |
19,307
-6,740
| -26% | -$248K | 0.34% | 29 |
|
|
2019
Q1 | $952K | Buy |
+26,047
| New | +$952K | 0.51% | 22 |
|