Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-318
| Closed | -$11K | – | 756 |
|
|
2020
Q2 | $11K | Hold |
318
| – | – | ﹤0.01% | 543 |
|
|
2020
Q1 | $10K | Hold |
318
| – | – | ﹤0.01% | 520 |
|
|
2019
Q4 | $12K | Hold |
318
| – | – | ﹤0.01% | 547 |
|
|
2019
Q3 | $12K | Buy |
+318
| New | +$12K | 0.01% | 525 |
|
|
2019
Q1 | – | Sell |
-800
| Closed | -$27K | – | 706 |
|
|
2018
Q4 | $27K | Sell |
800
-130
| -14% | -$4.39K | 0.01% | 398 |
|
|
2018
Q3 | $35K | Sell |
930
-248
| -21% | -$9.33K | 0.02% | 365 |
|
|
2018
Q2 | $44K | Sell |
1,178
-97
| -8% | -$3.62K | 0.02% | 336 |
|
|
2018
Q1 | $48K | Sell |
1,275
-255,451
| -100% | -$9.62M | 0.03% | 309 |
|
|
2017
Q4 | $9.77M | Buy |
256,726
+2,581
| +1% | +$98.3K | 4.86% | 5 |
|
|
2017
Q3 | $9.86M | Buy |
254,145
+4,047
| +2% | +$157K | 5.13% | 5 |
|
|
2017
Q2 | $9.8M | Sell |
250,098
-840
| -0.3% | -$32.9K | 4.98% | 5 |
|
|
2017
Q1 | $9.71M | Buy |
250,938
+11,265
| +5% | +$436K | 6.42% | 4 |
|
|
2016
Q4 | $8.92M | Buy |
+239,673
| New | +$8.92M | 7.38% | 5 |
|