Richwood Investment 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 | $631K | Hold |
20,551
| – | – | 0.52% | 46 |
|
|
2025
Q1 | $632K | Sell |
20,551
-1,150
| -5% | -$35.3K | 0.54% | 48 |
|
|
2024
Q4 | $682K | Sell |
21,701
-455
| -2% | -$14.3K | 0.57% | 43 |
|
|
2024
Q3 | $736K | Sell |
22,156
-840
| -4% | -$27.9K | 0.61% | 38 |
|
|
2024
Q2 | $726K | Sell |
22,996
-1,713
| -7% | -$54K | 0.64% | 37 |
|
|
2024
Q1 | $796K | Sell |
24,709
-1,733
| -7% | -$55.9K | 0.71% | 32 |
|
|
2023
Q4 | $825K | Sell |
26,442
-736
| -3% | -$23K | 0.77% | 29 |
|
|
2023
Q3 | $819K | Sell |
27,178
-465
| -2% | -$14K | 0.84% | 29 |
|
|
2023
Q2 | $855K | Sell |
27,643
-961
| -3% | -$29.7K | 0.83% | 27 |
|
|
2023
Q1 | $893K | Sell |
28,604
-120
| -0.4% | -$3.75K | 0.89% | 26 |
|
|
2022
Q4 | $877K | Sell |
28,724
-1,037
| -3% | -$31.7K | 0.88% | 27 |
|
|
2022
Q3 | $943K | Sell |
29,761
-765
| -3% | -$24.2K | 1.03% | 24 |
|
|
2022
Q2 | $1M | Sell |
30,526
-140
| -0.5% | -$4.61K | 1.01% | 24 |
|
|
2022
Q1 | $1.12M | Sell |
30,666
-1,132
| -4% | -$41.2K | 1% | 21 |
|
|
2021
Q4 | $1.25M | Buy |
+31,798
| New | +$1.25M | 1.1% | 17 |
|