SDAM
Shulman DeMeo Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Sell |
117,964
-2,025
| -2% | -$62.1K | 0.9% | 11 |
|
|
2025
Q1 | $3.69M | Sell |
119,989
-593
| -0.5% | -$18.2K | 1.04% | 10 |
|
|
2024
Q4 | $3.79M | Sell |
120,582
-3,877
| -3% | -$122K | 1.02% | 10 |
|
|
2024
Q3 | $4.14M | Sell |
124,459
-276
| -0.2% | -$9.17K | 1.01% | 12 |
|
|
2024
Q2 | $3.94M | Sell |
124,735
-820
| -0.7% | -$25.9K | 1.03% | 10 |
|
|
2024
Q1 | $4.05M | Sell |
125,555
-992
| -0.8% | -$32K | 1.07% | 9 |
|
|
2023
Q4 | $3.95M | Sell |
126,547
-440
| -0.3% | -$13.7K | 1.12% | 9 |
|
|
2023
Q3 | $3.83M | Sell |
126,987
-117
| -0.1% | -$3.53K | 1.28% | 8 |
|
|
2023
Q2 | $3.93M | Sell |
127,104
-1,021
| -0.8% | -$31.6K | 1.18% | 9 |
|
|
2023
Q1 | $4M | Sell |
128,125
-3,731
| -3% | -$116K | 1.26% | 9 |
|
|
2022
Q4 | $4.03M | Sell |
131,856
-1,761
| -1% | -$53.8K | 1.34% | 10 |
|
|
2022
Q3 | $4.23M | Sell |
133,617
-516
| -0.4% | -$16.3K | 1.5% | 8 |
|
|
2022
Q2 | $4.41M | Sell |
134,133
-892
| -0.7% | -$29.3K | 1.46% | 8 |
|
|
2022
Q1 | $4.92M | Sell |
135,025
-896
| -0.7% | -$32.6K | 1.36% | 9 |
|
|
2021
Q4 | $5.36M | Sell |
135,921
-4,872
| -3% | -$192K | 1.4% | 9 |
|
|
2021
Q3 | $5.46M | Buy |
+140,793
| New | +$5.46M | 4.74% | 6 |
|
|
2021
Q2 | – | Sell |
-144,775
| Closed | -$5.56M | – | 123 |
|
|
2021
Q1 | $5.56M | Sell |
144,775
-1,046
| -0.7% | -$40.2K | 1.52% | 11 |
|
|
2020
Q4 | $5.62M | Sell |
145,821
-3,975
| -3% | -$153K | 1.6% | 11 |
|
|
2020
Q3 | $5.46M | Sell |
149,796
-292
| -0.2% | -$10.6K | 1.82% | 10 |
|
|
2020
Q2 | $5.2M | Sell |
150,088
-5,797
| -4% | -$201K | 2.01% | 8 |
|
|
2020
Q1 | $4.96M | Sell |
155,885
-7,952
| -5% | -$253K | 2.31% | 8 |
|
|
2019
Q4 | $6.16M | Buy |
163,837
+5,573
| +4% | +$210K | 2.14% | 6 |
|
|
2019
Q3 | $5.94M | Buy |
158,264
+3,571
| +2% | +$134K | 1.99% | 8 |
|
|
2019
Q2 | $5.7M | Buy |
154,693
+2,141
| +1% | +$78.9K | 2.1% | 6 |
|
|
2019
Q1 | $5.58M | Buy |
+152,552
| New | +$5.58M | 2.12% | 6 |
|