RWB
RMR Wealth Builders’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
6,709
+46
| +0.7% | +$1.41K | 0.02% | 274 |
|
|
2025
Q1 | $205K | Sell |
6,663
-1,020
| -13% | -$31.3K | 0.02% | 252 |
|
|
2024
Q4 | $242K | Sell |
7,683
-469
| -6% | -$14.7K | 0.03% | 227 |
|
|
2024
Q3 | $271K | Sell |
8,152
-3,623
| -31% | -$120K | 0.03% | 221 |
|
|
2024
Q2 | $372K | Buy |
11,775
+97
| +0.8% | +$3.06K | 0.04% | 179 |
|
|
2024
Q1 | $376K | Sell |
11,678
-39
| -0.3% | -$1.26K | 0.05% | 180 |
|
|
2023
Q4 | $365K | Sell |
11,717
-6,165
| -34% | -$192K | 0.05% | 175 |
|
|
2023
Q3 | $539K | Sell |
17,882
-815
| -4% | -$24.6K | 0.09% | 127 |
|
|
2023
Q2 | $578K | Buy |
18,697
+1,435
| +8% | +$44.4K | 0.1% | 103 |
|
|
2023
Q1 | $539K | Sell |
17,262
-2,716
| -14% | -$84.8K | 0.1% | 101 |
|
|
2022
Q4 | $610K | Sell |
19,978
-489
| -2% | -$14.9K | 0.14% | 85 |
|
|
2022
Q3 | $648K | Sell |
20,467
-31
| -0.2% | -$981 | 0.16% | 81 |
|
|
2022
Q2 | $674K | Buy |
20,498
+2,043
| +11% | +$67.2K | 0.17% | 86 |
|
|
2022
Q1 | $672K | Buy |
18,455
+1,165
| +7% | +$42.4K | 0.14% | 95 |
|
|
2021
Q4 | $682K | Buy |
17,290
+2,657
| +18% | +$105K | 0.2% | 53 |
|
|
2021
Q3 | $568K | Buy |
14,633
+879
| +6% | +$34.1K | 0.17% | 92 |
|
|
2021
Q2 | $541K | Sell |
13,754
-4,726
| -26% | -$186K | 0.18% | 88 |
|
|
2021
Q1 | $710K | Buy |
18,480
+9,532
| +107% | +$366K | 0.18% | 78 |
|
|
2020
Q4 | $345K | Sell |
8,948
-19,278
| -68% | -$743K | 0.17% | 98 |
|
|
2020
Q3 | $1.03M | Buy |
28,226
+26,426
| +1,468% | +$963K | 0.27% | 61 |
|
|
2020
Q2 | $62K | Buy |
+1,800
| New | +$62K | 0.06% | 205 |
|
|
2019
Q4 | $45K | Buy |
+1,200
| New | +$45K | 0.04% | 240 |
|