Provenance Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $973K | Buy |
31,725
+511
| +2% | +$15.7K | 0.14% | 36 |
|
|
2025
Q1 | $959K | Buy |
31,214
+20,145
| +182% | +$619K | 0.14% | 36 |
|
|
2024
Q4 | $348K | Buy |
11,069
+1,539
| +16% | +$48.4K | 0.05% | 110 |
|
|
2024
Q3 | $317K | Buy |
9,530
+897
| +10% | +$29.8K | 0.04% | 125 |
|
|
2024
Q2 | $272K | Sell |
8,633
-5,125
| -37% | -$162K | 0.04% | 120 |
|
|
2024
Q1 | $443K | Buy |
13,758
+1,000
| +8% | +$32.2K | 0.06% | 93 |
|
|
2023
Q4 | $398K | Hold |
12,758
| – | – | 0.05% | 93 |
|
|
2023
Q3 | $385K | Buy |
+12,758
| New | +$385K | 0.06% | 86 |
|