Peterson Wealth Management’s InfraCap REIT Preferred ETF PFFR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-96,267
| Closed | -$1.71M | – | 64 |
|
|
2023
Q2 | $1.71M | Sell |
96,267
-15,182
| -14% | -$270K | 1.35% | 18 |
|
|
2023
Q1 | $1.87M | Sell |
111,449
-4,170
| -4% | -$70.1K | 1.79% | 16 |
|
|
2022
Q4 | $1.94M | Sell |
115,619
-13,106
| -10% | -$219K | 1.97% | 14 |
|
|
2022
Q3 | $2.21M | Buy |
+128,725
| New | +$2.21M | 2.06% | 13 |
|
|
2022
Q2 | – | Sell |
-412,326
| Closed | -$8.99M | – | 55 |
|
|
2022
Q1 | $8.99M | Buy |
412,326
+226,413
| +122% | +$4.94M | 6.03% | 5 |
|
|
2021
Q4 | $4.41M | Buy |
185,913
+35,685
| +24% | +$846K | 2.94% | 11 |
|
|
2021
Q3 | $3.67M | Buy |
150,228
+7,645
| +5% | +$187K | 2.84% | 12 |
|
|
2021
Q2 | $3.52M | Buy |
+142,583
| New | +$3.52M | 2.74% | 12 |
|