SSWM
Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-27,154
| Closed | -$902K | – | 393 |
|
|
2024
Q3 | $902K | Buy |
27,154
+14,866
| +121% | +$494K | 0.11% | 167 |
|
|
2024
Q2 | $388K | Buy |
+12,288
| New | +$388K | 0.05% | 281 |
|
|
2023
Q4 | – | Sell |
-1,100
| Closed | -$33.2K | – | 450 |
|
|
2023
Q3 | $33.2K | Buy |
+1,100
| New | +$33.2K | 0.01% | 406 |
|