Ratio Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.52M | Buy |
140,378
+378
| +0.3% | +$12.2K | 0.84% | 31 |
|
|
2023
Q4 | $4.37M | Sell |
140,000
-29,592
| -17% | -$923K | 0.94% | 30 |
|
|
2023
Q3 | $5.11M | Sell |
169,592
-10,839
| -6% | -$327K | 1.28% | 23 |
|
|
2023
Q2 | $5.58M | Buy |
+180,431
| New | +$5.58M | 1.38% | 23 |
|
|
2022
Q4 | $6.02M | Buy |
197,188
+87,621
| +80% | +$2.68M | 1.71% | 19 |
|
|
2022
Q3 | $3.47M | Sell |
109,567
-12,238
| -10% | -$388K | 1.13% | 23 |
|
|
2022
Q2 | $4M | Sell |
121,805
-60,881
| -33% | -$2M | 1.3% | 20 |
|
|
2022
Q1 | $6.65M | Buy |
182,686
+108,012
| +145% | +$3.93M | 1.99% | 16 |
|
|
2021
Q4 | $2.94M | Buy |
74,674
+6,944
| +10% | +$274K | 0.89% | 26 |
|
|
2021
Q3 | $2.63M | Sell |
67,730
-2,522
| -4% | -$97.9K | 0.86% | 26 |
|
|
2021
Q2 | $2.76M | Sell |
70,252
-1,048
| -1% | -$41.2K | 0.99% | 26 |
|
|
2021
Q1 | $2.74M | Buy |
71,300
+930
| +1% | +$35.7K | 1.14% | 22 |
|
|
2020
Q4 | $2.71M | Buy |
+70,370
| New | +$2.71M | 1.45% | 22 |
|