Southern Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,623
| Closed | -$314K | – | 57 |
|
|
2022
Q1 | $314K | Sell |
8,623
-515
| -6% | -$18.8K | 0.1% | 52 |
|
|
2021
Q4 | $360K | Sell |
9,138
-952
| -9% | -$37.5K | 0.14% | 46 |
|
|
2021
Q3 | $392K | Hold |
10,090
| – | – | 0.12% | 49 |
|
|
2021
Q2 | $398K | Buy |
10,090
+1,125
| +13% | +$44.4K | 0.11% | 50 |
|
|
2021
Q1 | $344K | Buy |
8,965
+309
| +4% | +$11.9K | 0.11% | 50 |
|
|
2020
Q4 | $333K | Buy |
+8,656
| New | +$333K | 0.13% | 50 |
|