ProVise Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $318K | Sell |
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|
2025
Q2 | $321K | Buy |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $362K | Sell |
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|
2024
Q3 | $409K | Buy |
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|
2024
Q2 | $282K | Sell |
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|
2024
Q1 | $304K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $314K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $434K | Sell |
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|
2022
Q4 | $427K | Hold |
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|
2022
Q3 | $443K | Sell |
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|
2022
Q2 | $485K | Hold |
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|
2022
Q1 | $537K | Sell |
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|
2021
Q4 | $630K | Sell |
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|
2021
Q3 | $620K | Hold |
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|
2021
Q2 | $629K | Hold |
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|
2021
Q1 | $614K | Hold |
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|
2020
Q4 | $616K | Sell |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $595K | Sell |
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|
2020
Q1 | $560K | Hold |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $671K | Hold |
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|
2019
Q2 | $659K | Buy |
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|
2019
Q1 | $635K | Sell |
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|
2018
Q4 | $612K | Hold |
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|
2018
Q3 | $664K | Sell |
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|
2018
Q2 | $686 | Buy |
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|
2018
Q1 | $671K | Sell |
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|
2017
Q4 | $719K | Hold |
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|
2017
Q3 | $733K | Sell |
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|
2017
Q2 | $779K | Sell |
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|
2017
Q1 | $819K | Sell |
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|
2016
Q4 | $912K | Sell |
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|
2016
Q3 | $2.17M | Sell |
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|
2016
Q2 | $2.24M | Sell |
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|
2016
Q1 | $2.23M | Sell |
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|
2015
Q4 | $2.26M | Sell |
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|
2015
Q3 | $2.28M | Sell |
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|
2015
Q2 | $2.33M | Sell |
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|
2015
Q1 | $2.45M | Sell |
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|
2014
Q4 | $2.43M | Sell |
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|
2014
Q3 | $2.9M | Sell |
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|
2014
Q2 | $3.02M | Sell |
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|
2014
Q1 | $4.47M | Sell |
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|
2013
Q4 | $4.78M | Sell |
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|
2013
Q3 | $5.34M | Sell |
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|
2013
Q2 | $5.59M | Buy |
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