Signature Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,029
| Closed | -$217K | – | 98 |
|
|
2023
Q2 | $217K | Buy |
7,029
+46
| +0.7% | +$1.42K | 0.2% | 90 |
|
|
2023
Q1 | $218K | Sell |
6,983
-1,031
| -13% | -$32.2K | 0.2% | 92 |
|
|
2022
Q4 | $245K | Buy |
8,014
+63
| +0.8% | +$1.92K | 0.24% | 83 |
|
|
2022
Q3 | $252K | Buy |
7,951
+34
| +0.4% | +$1.08K | 0.28% | 78 |
|
|
2022
Q2 | $260K | Buy |
7,917
+29
| +0.4% | +$952 | 0.27% | 82 |
|
|
2022
Q1 | $287K | Buy |
7,888
+13
| +0.2% | +$473 | 0.24% | 85 |
|
|
2021
Q4 | $311K | Buy |
7,875
+16
| +0.2% | +$632 | 0.26% | 81 |
|
|
2021
Q3 | $305K | Buy |
7,859
+1,074
| +16% | +$41.7K | 0.28% | 81 |
|
|
2021
Q2 | $267K | Buy |
6,785
+13
| +0.2% | +$512 | 0.24% | 89 |
|
|
2021
Q1 | $260K | Buy |
6,772
+9
| +0.1% | +$346 | 0.25% | 83 |
|
|
2020
Q4 | $260K | Buy |
+6,763
| New | +$260K | 0.26% | 77 |
|