Sax Wealth Advisors’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 | $1.15M | Sell |
37,327
-4,465
| -11% | -$137K | 0.07% | 161 |
|
|
2025
Q1 | $1.28M | Sell |
41,792
-5,748
| -12% | -$177K | 0.09% | 120 |
|
|
2024
Q4 | $1.49M | Buy |
47,540
+3,338
| +8% | +$105K | 0.12% | 87 |
|
|
2024
Q3 | $1.47M | Buy |
44,202
+4,420
| +11% | +$147K | 0.13% | 73 |
|
|
2024
Q2 | $1.26M | Sell |
39,782
-5,264
| -12% | -$166K | 0.12% | 78 |
|
|
2024
Q1 | $1.45M | Sell |
45,046
-6,511
| -13% | -$210K | 0.17% | 57 |
|
|
2023
Q4 | $1.61M | Sell |
51,557
-53,638
| -51% | -$1.67M | 0.26% | 56 |
|
|
2023
Q3 | $3.17M | Buy |
105,195
+1,558
| +2% | +$47K | 0.62% | 33 |
|
|
2023
Q2 | $3.21M | Sell |
103,637
-12,250
| -11% | -$379K | 0.64% | 34 |
|
|
2023
Q1 | $3.62M | Sell |
115,887
-3,638
| -3% | -$114K | 0.79% | 27 |
|
|
2022
Q4 | $3.65M | Sell |
119,525
-9,007
| -7% | -$275K | 0.84% | 26 |
|
|
2022
Q3 | $4.07M | Sell |
128,532
-18,073
| -12% | -$572K | 1.05% | 21 |
|
|
2022
Q2 | $4.82M | Sell |
146,605
-16,852
| -10% | -$554K | 1.23% | 19 |
|
|
2022
Q1 | $5.95M | Sell |
163,457
-5,063
| -3% | -$184K | 1.44% | 16 |
|
|
2021
Q4 | $6.65M | Buy |
168,520
+32,719
| +24% | +$1.29M | 1.38% | 17 |
|
|
2021
Q3 | $5.27M | Buy |
135,801
+21,282
| +19% | +$826K | 1.25% | 16 |
|
|
2021
Q2 | $4.51M | Buy |
114,519
+15,778
| +16% | +$621K | 1.55% | 17 |
|
|
2021
Q1 | $3.79M | Buy |
98,741
+10,920
| +12% | +$419K | 1.39% | 21 |
|
|
2020
Q4 | $3.38M | Buy |
+87,821
| New | +$3.38M | 1.55% | 17 |
|