Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $11.5M | Buy |
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|
2021
Q2 | $11.6M | Sell |
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|
2021
Q1 | $11.7M | Sell |
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|
2020
Q4 | $12.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $44.1M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.3M | Sell |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.42M | Buy |
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|
2017
Q4 | $1.27M | Buy |
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|
2017
Q3 | $328K | Hold |
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|
2017
Q2 | $331K | Hold |
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|
2017
Q1 | $327K | Sell |
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|
2016
Q4 | $498K | Sell |
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|
2016
Q3 | $620K | Buy |
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|
2016
Q2 | $379K | Sell |
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|
2016
Q1 | $372K | Sell |
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|
2015
Q4 | $24.8M | Buy |
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|
2015
Q3 | $24M | Buy |
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|
2015
Q2 | $24.2M | Buy |
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|
2015
Q1 | $24.5M | Buy |
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|
2014
Q4 | $21.7M | Buy |
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|
2014
Q3 | $21.4M | Buy |
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|
2014
Q2 | $21.2M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $16K | Sell |
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|
2013
Q2 | $18M | Buy |
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