RWA Wealth Partners’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 | $3.69M | Sell |
120,161
-1,900
| -2% | -$58.3K | 0.05% | 189 |
|
2025
Q1 | $3.75M | Buy |
122,061
+4,209
| +4% | +$129K | 0.05% | 176 |
|
2024
Q4 | $3.71M | Buy |
117,852
+12,818
| +12% | +$403K | 0.05% | 181 |
|
2024
Q3 | $3.49M | Buy |
105,034
+15,166
| +17% | +$504K | 0.04% | 197 |
|
2024
Q2 | $2.84M | Buy |
89,868
+352
| +0.4% | +$11.1K | 0.04% | 201 |
|
2024
Q1 | $2.89M | Buy |
89,516
+9,216
| +11% | +$297K | 0.04% | 198 |
|
2023
Q4 | $2.5M | Buy |
80,300
+1,284
| +2% | +$40K | 0.04% | 202 |
|
2023
Q3 | $2.38M | Buy |
79,016
+496
| +0.6% | +$15K | 0.05% | 123 |
|
2023
Q2 | $2.43M | Buy |
+78,520
| New | +$2.43M | 0.05% | 115 |
|
2020
Q3 | – | Sell |
-19,262
| Closed | -$667K | – | 226 |
|
2020
Q2 | $667K | Sell |
19,262
-2,069
| -10% | -$71.6K | 0.08% | 122 |
|
2020
Q1 | $679K | Sell |
21,331
-358
| -2% | -$11.4K | 0.1% | 113 |
|
2019
Q4 | $815K | Sell |
21,689
-19,434
| -47% | -$730K | 0.08% | 131 |
|
2019
Q3 | $1.54M | Buy |
41,123
+23,541
| +134% | +$883K | 0.16% | 101 |
|
2019
Q2 | $648K | Sell |
17,582
-70
| -0.4% | -$2.58K | 0.07% | 149 |
|
2019
Q1 | $645K | Buy |
17,652
+4,128
| +31% | +$151K | 0.07% | 145 |
|
2018
Q4 | $463K | Buy |
13,524
+2,498
| +23% | +$85.5K | 0.06% | 152 |
|
2018
Q3 | $409K | Buy |
11,026
+65
| +0.6% | +$2.41K | 0.05% | 162 |
|
2018
Q2 | $413K | Buy |
10,961
+1,310
| +14% | +$49.4K | 0.05% | 171 |
|
2018
Q1 | $362K | Sell |
9,651
-60,427
| -86% | -$2.27M | 0.05% | 151 |
|
2017
Q4 | $2.67M | Sell |
70,078
-578
| -0.8% | -$22K | 0.3% | 86 |
|
2017
Q3 | $2.74M | Buy |
70,656
+1,061
| +2% | +$41.2K | 0.31% | 86 |
|
2017
Q2 | $2.73M | Buy |
69,595
+392
| +0.6% | +$15.4K | 0.33% | 74 |
|
2017
Q1 | $2.68M | Buy |
+69,203
| New | +$2.68M | 0.35% | 75 |
|