SkyOak Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
13,060
-1,900
| -13% | -$58.3K | 0.08% | 144 |
|
|
2025
Q1 | $460K | Hold |
14,960
| – | – | 0.1% | 123 |
|
|
2024
Q4 | $470K | Buy |
14,960
+1,704
| +13% | +$53.6K | 0.1% | 121 |
|
|
2024
Q3 | $440K | Buy |
13,256
+370
| +3% | +$12.3K | 0.1% | 124 |
|
|
2024
Q2 | $407K | Sell |
12,886
-2,500
| -16% | -$78.9K | 0.09% | 137 |
|
|
2024
Q1 | $496K | Hold |
15,386
| – | – | 0.12% | 123 |
|
|
2023
Q4 | $480K | Sell |
15,386
-582
| -4% | -$18.2K | 0.12% | 127 |
|
|
2023
Q3 | $481K | Sell |
15,968
-3,991
| -20% | -$120K | 0.14% | 111 |
|
|
2023
Q2 | $617K | Buy |
19,959
+1,931
| +11% | +$59.7K | 0.17% | 103 |
|
|
2023
Q1 | $563K | Sell |
18,028
-2
| -0% | -$62 | 0.17% | 107 |
|
|
2022
Q4 | $550K | Sell |
18,030
-750
| -4% | -$22.9K | 0.19% | 110 |
|
|
2022
Q3 | $595K | Buy |
18,780
+2,275
| +14% | +$72.1K | 0.21% | 103 |
|
|
2022
Q2 | $543K | Sell |
16,505
-1,555
| -9% | -$51.2K | 0.19% | 103 |
|
|
2022
Q1 | $658K | Sell |
18,060
-3,956
| -18% | -$144K | 0.18% | 108 |
|
|
2021
Q4 | $868K | Buy |
22,016
+44
| +0.2% | +$1.74K | 0.22% | 99 |
|
|
2021
Q3 | $853K | Sell |
21,972
-532
| -2% | -$20.7K | 0.23% | 95 |
|
|
2021
Q2 | $885K | Sell |
22,504
-55
| -0.2% | -$2.16K | 0.24% | 92 |
|
|
2021
Q1 | $877K | Buy |
22,559
+729
| +3% | +$28.3K | 0.24% | 90 |
|
|
2020
Q4 | $841K | Sell |
21,830
-104
| -0.5% | -$4.01K | 0.26% | 93 |
|
|
2020
Q3 | $799K | Sell |
21,934
-1,722
| -7% | -$62.7K | 0.29% | 85 |
|
|
2020
Q2 | $819K | Sell |
23,656
-4,862
| -17% | -$168K | 0.3% | 80 |
|
|
2020
Q1 | $908K | Buy |
28,518
+4,488
| +19% | +$143K | 0.46% | 50 |
|
|
2019
Q4 | $903K | Buy |
+24,030
| New | +$903K | 0.28% | 76 |
|