SWM
Segment Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,230
| Closed | -$205K | – | 221 |
|
|
2022
Q2 | $205K | Hold |
6,230
| – | – | 0.03% | 205 |
|
|
2022
Q1 | $227K | Hold |
6,230
| – | – | 0.02% | 233 |
|
|
2021
Q4 | $246K | Hold |
6,230
| – | – | 0.03% | 226 |
|
|
2021
Q3 | $242K | Hold |
6,230
| – | – | 0.03% | 200 |
|
|
2021
Q2 | $245K | Hold |
6,230
| – | – | 0.03% | 208 |
|
|
2021
Q1 | $239K | Hold |
6,230
| – | – | 0.03% | 208 |
|
|
2020
Q4 | $240K | Hold |
6,230
| – | – | 0.03% | 199 |
|
|
2020
Q3 | $227K | Hold |
6,230
| – | – | 0.04% | 189 |
|
|
2020
Q2 | $216K | Buy |
+6,230
| New | +$216K | 0.04% | 187 |
|