Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,635
| Closed | -$115K | – | 1082 |
|
|
2022
Q3 | $115K | Sell |
3,635
-2,708
| -43% | -$85.7K | 0.01% | 298 |
|
|
2022
Q2 | $209K | Buy |
6,343
+2,626
| +71% | +$86.5K | 0.02% | 247 |
|
|
2022
Q1 | $135K | Hold |
3,717
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $147K | Sell |
3,717
-4,097
| -52% | -$162K | 0.01% | 283 |
|
|
2021
Q3 | $303K | Buy |
7,814
+3,310
| +73% | +$128K | 0.02% | 204 |
|
|
2021
Q2 | $177K | Buy |
+4,504
| New | +$177K | 0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-205
| Closed | -$8K | – | 790 |
|
|
2018
Q1 | $8K | Buy |
+205
| New | +$8K | ﹤0.01% | 620 |
|
|
2016
Q4 | – | Sell |
-1,000
| Closed | -$40 | – | 742 |
|
|
2016
Q3 | $40 | Buy |
+1,000
| New | +$40 | 0.01% | 387 |
|
|
2016
Q2 | – | Sell |
-1,568
| Closed | -$61K | – | 757 |
|
|
2016
Q1 | $61K | Buy |
+1,568
| New | +$61K | 0.01% | 333 |
|