Roger Wittlin Investment Advisory’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 | – | Sell |
-23,771
| Closed | -$742K | – | 48 |
|
|
2023
Q4 | $742K | Buy |
23,771
+545
| +2% | +$17K | 0.55% | 29 |
|
|
2023
Q3 | $700K | Buy |
23,226
+309
| +1% | +$9.32K | 0.59% | 28 |
|
|
2023
Q2 | $709K | Sell |
22,917
-10,546
| -32% | -$326K | 0.57% | 29 |
|
|
2023
Q1 | $1.04M | Sell |
33,463
-1,163
| -3% | -$36.3K | 0.93% | 23 |
|
|
2022
Q4 | $1.06M | Buy |
34,626
+29,996
| +648% | +$916K | 1.06% | 21 |
|
|
2022
Q3 | $146K | Buy |
+4,630
| New | +$146K | 3.97% | 7 |
|