Sax Wealth Advisors’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
Q3 | $1.04M | Sell |
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|
2025
Q2 | $1.15M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $1.26M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $3.17M | Buy |
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|
2023
Q2 | $3.21M | Sell |
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|
2023
Q1 | $3.62M | Sell |
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|
2022
Q4 | $3.65M | Sell |
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|
2022
Q3 | $4.07M | Sell |
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|
2022
Q2 | $4.82M | Sell |
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|
2022
Q1 | $5.95M | Sell |
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|
2021
Q4 | $6.64M | Buy |
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|
2021
Q3 | $5.27M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $3.79M | Buy |
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|
2020
Q4 | $3.38M | Buy |
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