Smith Salley Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-38,685
Closed -$1.52M 251
2021
Q4
$1.52M Buy
+38,685
New +$1.5M 0.11% 126

Other funds holding PFF

Smith Salley Wealth Management's PFF Position: Q1 2022 in Review

Smith Salley Wealth Management sold out of iShares Preferred and Income Securities ETF (PFF) in Q1 2022, closing a stake of 38,685 shares — an estimated $1.52M sold.

Smith Salley Wealth Management first reported a position in PFF in Q4 2021 and held it in 1 quarter. The position peaked at $1.52M in Q4 2021. 1,048 funds tracked by Wall St. Rank hold PFF as of Q1 2022.

  • Smith Salley Wealth Management reported no remaining iShares Preferred and Income Securities ETF position as of Q1 2022 after selling out during the quarter.
  • Smith Salley Wealth Management sold 38,685 iShares Preferred and Income Securities ETF shares in Q1 2022, an estimated $1.52M.
  • Smith Salley Wealth Management first reported a position in iShares Preferred and Income Securities ETF in Q4 2021 and held it in 1 quarter.
  • Smith Salley Wealth Management's iShares Preferred and Income Securities ETF position peaked at $1.52M in Q4 2021.
  • 1,048 funds tracked by Wall St. Rank held iShares Preferred and Income Securities ETF as of Q1 2022.

Based on Smith Salley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.