Quantum Financial 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 | $276K | Hold |
8,997
| – | – | 0.04% | 141 |
|
|
2025
Q1 | $276K | Sell |
8,997
-3,400
| -27% | -$104K | 0.04% | 129 |
|
|
2024
Q4 | $390K | Buy |
12,397
+3,400
| +38% | +$107K | 0.06% | 104 |
|
|
2024
Q3 | $299K | Hold |
8,997
| – | – | 0.05% | 126 |
|
|
2024
Q2 | $284K | Hold |
8,997
| – | – | 0.05% | 124 |
|
|
2024
Q1 | $290K | Sell |
8,997
-9
| -0.1% | -$290 | 0.05% | 120 |
|
|
2023
Q4 | $281K | Hold |
9,006
| – | – | 0.07% | 83 |
|
|
2023
Q3 | $272K | Buy |
9,006
+2,002
| +29% | +$60.4K | 0.08% | 83 |
|
|
2023
Q2 | $217K | Buy |
7,004
+99
| +1% | +$3.06K | 0.06% | 91 |
|
|
2023
Q1 | $216K | Hold |
6,905
| – | – | 0.07% | 87 |
|
|
2022
Q4 | $211K | Buy |
+6,905
| New | +$211K | 0.09% | 85 |
|