Peterson Wealth Management’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
Q2 | – | Sell |
-60,275
| Closed | -$1.88M | – | 67 |
|
|
2023
Q1 | $1.88M | Sell |
60,275
-1,359
| -2% | -$42.4K | 1.8% | 15 |
|
|
2022
Q4 | $1.88M | Sell |
61,634
-6,130
| -9% | -$187K | 1.92% | 15 |
|
|
2022
Q3 | $2.15M | Buy |
+67,764
| New | +$2.15M | 2% | 15 |
|
|
2022
Q2 | – | Sell |
-97,713
| Closed | -$3.56M | – | 54 |
|
|
2022
Q1 | $3.56M | Buy |
97,713
+45,744
| +88% | +$1.67M | 2.39% | 12 |
|
|
2021
Q4 | $2.05M | Buy |
51,969
+6,254
| +14% | +$247K | 1.37% | 25 |
|
|
2021
Q3 | $1.77M | Buy |
45,715
+8,032
| +21% | +$312K | 1.37% | 25 |
|
|
2021
Q2 | $1.48M | Buy |
+37,683
| New | +$1.48M | 1.16% | 31 |
|