SMA
Simply Money Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $24M | Buy |
639,079
+6,221
| +1% | +$234K | 3.38% | 10 |
|
|
2017
Q4 | $24.1M | Buy |
632,858
+2,637
| +0.4% | +$100K | 3.11% | 11 |
|
|
2017
Q3 | $24.5M | Buy |
630,221
+4,733
| +0.8% | +$184K | 3.24% | 10 |
|
|
2017
Q2 | $24.5M | Buy |
625,488
+4,409
| +0.7% | +$173K | 3.34% | 10 |
|
|
2017
Q1 | $24M | Sell |
621,079
-335,126
| -35% | -$13M | 3.36% | 12 |
|
|
2016
Q4 | $35.6M | Buy |
956,205
+310,836
| +48% | +$11.6M | 5.12% | 9 |
|
|
2016
Q3 | $25.5M | Buy |
645,369
+16,461
| +3% | +$650K | 3.92% | 11 |
|
|
2016
Q2 | $25.1M | Buy |
628,908
+1,110
| +0.2% | +$44.3K | 3.86% | 12 |
|
|
2016
Q1 | $24.5M | Buy |
627,798
+25,366
| +4% | +$990K | 3.74% | 11 |
|
|
2015
Q4 | $23.4M | Buy |
602,432
+5,811
| +1% | +$226K | 3.52% | 11 |
|
|
2015
Q3 | $23M | Buy |
596,621
+4,079
| +0.7% | +$157K | 3.56% | 10 |
|
|
2015
Q2 | $23.2M | Buy |
592,542
+367,154
| +163% | +$14.4M | 3.42% | 10 |
|
|
2015
Q1 | $9.04M | Buy |
225,388
+5,144
| +2% | +$206K | 1.31% | 18 |
|
|
2014
Q4 | $8.69M | Sell |
220,244
-2,910
| -1% | -$115K | 1.29% | 21 |
|
|
2014
Q3 | $8.82M | Sell |
223,154
-218
| -0.1% | -$8.62K | 1.34% | 20 |
|
|
2014
Q2 | $8.92M | Buy |
223,372
+48,631
| +28% | +$1.94M | 1.36% | 18 |
|
|
2014
Q1 | $6.82M | Sell |
174,741
-12,358
| -7% | -$482K | 1.06% | 17 |
|
|
2013
Q4 | $6.89M | Sell |
187,099
-26,617
| -12% | -$980K | 1.16% | 16 |
|
|
2013
Q3 | $8.12M | Sell |
213,716
-77,793
| -27% | -$2.96M | 1.38% | 15 |
|
|
2013
Q2 | $11.5M | Buy |
+291,509
| New | +$11.5M | 2.04% | 16 |
|