Samalin Investment Counsel’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,500	Closed	-$204K	–	329
2024 Q4	$204K	Buy	6,500 +132	+2%	+$4.31K	0.09%	263
2024 Q3	$212K	Sell	6,368 -1,966	-24%	-$63.3K	0.09%	256
2024 Q2	$263K	Buy	8,334 +1,119	+16%	+$35.2K	0.12%	237
2024 Q1	$233K	Sell	7,215 -352	-5%	-$11.2K	0.11%	247
2023 Q4	$236K	Sell	7,567 -95	-1%	-$2.84K	0.12%	236
2023 Q3	$231K	Sell	7,662 -1,956	-20%	-$59.8K	0.13%	220
2023 Q2	$297K	Sell	9,618 -120	-1%	-$3.67K	0.16%	178
2023 Q1	$304K	Buy	9,738 +85	+0.9%	+$2.73K	0.18%	164
2022 Q4	$295K	Buy	9,653 +177	+2%	+$5.51K	0.19%	155
2022 Q3	$300K	Buy	9,476 +97	+1%	+$3.25K	0.22%	136
2022 Q2	$308K	Buy	9,379 +84	+0.9%	+$2.84K	0.22%	141
2022 Q1	$339K	Sell	9,295 -603	-6%	-$22.2K	0.21%	151
2021 Q4	$390K	Sell	9,898 -291	-3%	-$11.3K	0.23%	134
2021 Q3	$395K	Sell	10,189 -306	-3%	-$12K	0.26%	129
2021 Q2	$413K	Sell	10,495 -3,208	-23%	-$124K	0.27%	123
2021 Q1	$526K	Buy	13,703 +569	+4%	+$21.6K	0.35%	95
2020 Q4	$506K	Sell	13,134 -1,182	-8%	-$44.2K	0.38%	79
2020 Q3	$522K	Sell	14,316 -1,084	-7%	-$39K	0.47%	57
2020 Q2	$533K	Buy	15,400 +843	+6%	+$28.7K	0.56%	45
2020 Q1	$463K	Sell	14,557 -3,589	-20%	-$129K	0.62%	47
2019 Q4	$682K	Buy	+18,146	New	+$677K	0.57%	39