Prio Wealth Limited Partnership’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $838K | Hold |
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|
2024
Q2 | $796K | Hold |
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|
2024
Q1 | $813K | Sell |
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|
2023
Q4 | $813K | Buy |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $400K | Hold |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $895K | Hold |
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|
2022
Q2 | $929K | Hold |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.11M | Hold |
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|
2021
Q3 | $1.1M | Hold |
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|
2021
Q2 | $1.11M | Hold |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $973K | Sell |
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|
2020
Q3 | $1.03M | Hold |
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|
2020
Q2 | $979K | Buy |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $320K | Hold |
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|
2019
Q3 | $319K | Buy |
|