Shepherd Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $261K | Sell |
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|
2023
Q1 | $388K | Sell |
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|
2022
Q4 | $7.64M | Sell |
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|
2022
Q3 | $8.03M | Sell |
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|
2022
Q2 | $12.8M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $215K | Sell |
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|
2020
Q2 | $655K | Sell |
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|
2020
Q1 | $5.09M | Buy |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $4.92M | Sell |
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|
2019
Q2 | $6.91M | Buy |
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|
2019
Q1 | $2.27M | Buy |
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|
2018
Q4 | $2.09M | Buy |
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|
2018
Q3 | $2.16M | Hold |
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|
2018
Q2 | $2.17M | Sell |
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|
2018
Q1 | $2.44M | Sell |
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|
2017
Q4 | $3.09M | Sell |
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|
2017
Q3 | $3.24M | Sell |
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|
2017
Q2 | $3.92M | Sell |
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|
2017
Q1 | $3.88M | Sell |
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|
2016
Q4 | $3.85M | Buy |
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