PWA
Primoris Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
37,821
-1,925
| -5% | -$59.1K | 0.79% | 38 |
|
|
2025
Q1 | $1.22M | Sell |
39,746
-4,835
| -11% | -$149K | 0.95% | 34 |
|
|
2024
Q4 | $1.4M | Sell |
44,581
-150
| -0.3% | -$4.72K | 1.07% | 29 |
|
|
2024
Q3 | $1.49M | Buy |
44,731
+12,960
| +41% | +$431K | 1.08% | 34 |
|
|
2024
Q2 | $1M | Buy |
31,771
+2,225
| +8% | +$70.2K | 0.8% | 37 |
|
|
2024
Q1 | $952K | Buy |
29,546
+21,875
| +285% | +$705K | 0.76% | 40 |
|
|
2023
Q4 | $239K | Buy |
+7,671
| New | +$239K | 0.23% | 77 |
|
|
2022
Q1 | – | Sell |
-5,215
| Closed | -$205K | – | 86 |
|
|
2021
Q4 | $205K | Buy |
+5,215
| New | +$205K | 0.17% | 81 |
|