SWA
SOA Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42K | Sell |
41,980
-1,857
| -4% | -$1.86K | 0.01% | 392 |
|
|
2025
Q1 | $43.8K | Buy |
+43,837
| New | +$43.8K | 0.01% | 361 |
|
|
2021
Q4 | – | Sell |
-672
| Closed | -$26K | – | 959 |
|
|
2021
Q3 | $26K | Hold |
672
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $26K | Hold |
672
| – | – | 0.01% | 415 |
|
|
2021
Q1 | $25K | Hold |
672
| – | – | 0.01% | 367 |
|
|
2020
Q4 | $25K | Buy |
+672
| New | +$25K | 0.01% | 365 |
|