Redmont 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
Q1 | $3.97M | Sell |
129,120
-434
| -0.3% | -$13.3K | 7.73% | 3 |
|
|
2024
Q4 | $4.07M | Buy |
129,554
+3,195
| +3% | +$100K | 7.04% | 3 |
|
|
2024
Q3 | $4.2M | Sell |
126,359
-386
| -0.3% | -$12.8K | 6.5% | 3 |
|
|
2024
Q2 | $4M | Sell |
126,745
-1,407
| -1% | -$44.4K | 6.29% | 3 |
|
|
2024
Q1 | $4.13M | Buy |
128,152
+26,165
| +26% | +$843K | 5.72% | 3 |
|
|
2023
Q4 | $3.18M | Buy |
101,987
+5,708
| +6% | +$178K | 4.63% | 4 |
|
|
2023
Q3 | $2.9M | Buy |
96,279
+21,384
| +29% | +$645K | 5.1% | 6 |
|
|
2023
Q2 | $2.32M | Buy |
74,895
+39,644
| +112% | +$1.23M | 3.98% | 6 |
|
|
2023
Q1 | $1.1M | Buy |
35,251
+1,501
| +4% | +$46.9K | 2.22% | 9 |
|
|
2022
Q4 | $1.03M | Buy |
33,750
+3,260
| +11% | +$99.5K | 1.21% | 13 |
|
|
2022
Q3 | $966K | Sell |
30,490
-32,020
| -51% | -$1.01M | 1.26% | 14 |
|
|
2022
Q2 | $2.06M | Sell |
62,510
-480
| -0.8% | -$15.8K | 2.49% | 8 |
|
|
2022
Q1 | $2.29M | Buy |
62,990
+4,830
| +8% | +$176K | 2.44% | 7 |
|
|
2021
Q4 | $2.29M | Buy |
+58,160
| New | +$2.29M | 2.45% | 6 |
|