Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,840
| Closed | -$227K | – | 182 |
|
|
2024
Q3 | $227K | Sell |
6,840
-3,785
| -36% | -$126K | 0.13% | 165 |
|
|
2024
Q2 | $335K | Sell |
10,625
-10,495
| -50% | -$331K | 0.21% | 131 |
|
|
2024
Q1 | $681K | Buy |
21,120
+10,603
| +101% | +$342K | 0.36% | 80 |
|
|
2023
Q4 | $328K | Buy |
10,517
+2,439
| +30% | +$76.1K | 0.2% | 125 |
|
|
2023
Q3 | $244K | Buy |
+8,078
| New | +$244K | 0.17% | 125 |
|
|
2023
Q2 | – | Sell |
-684
| Closed | -$21.4K | – | 519 |
|
|
2023
Q1 | $21.4K | Hold |
684
| – | – | 0.01% | 465 |
|
|
2022
Q4 | $20.9K | Buy |
+684
| New | +$20.9K | 0.01% | 610 |
|
|
2022
Q2 | – | Sell |
-7,940
| Closed | -$289K | – | 207 |
|
|
2022
Q1 | $289K | Buy |
7,940
+550
| +7% | +$20K | 0.18% | 131 |
|
|
2021
Q4 | $291K | Buy |
+7,390
| New | +$291K | 0.23% | 92 |
|