SMFS
Squar Milner Financial Services’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22,681
| Closed | -$786K | – | 142 |
|
|
2020
Q2 | $786K | Sell |
22,681
-1,300
| -5% | -$45.1K | 0.45% | 56 |
|
|
2020
Q1 | $763K | Sell |
23,981
-4,300
| -15% | -$137K | 0.46% | 36 |
|
|
2019
Q4 | $1.06M | Buy |
28,281
+6,486
| +30% | +$244K | 0.53% | 29 |
|
|
2019
Q3 | $794K | Sell |
21,795
-12,061
| -36% | -$439K | 0.41% | 66 |
|
|
2019
Q2 | $1.25M | Sell |
33,856
-6,786
| -17% | -$250K | 0.84% | 17 |
|
|
2019
Q1 | $1.49M | Buy |
40,642
+152
| +0.4% | +$5.55K | 1.1% | 15 |
|
|
2018
Q4 | $1.39M | Sell |
40,490
-200
| -0.5% | -$6.85K | 1.33% | 10 |
|
|
2018
Q3 | $1.51M | Sell |
40,690
-450
| -1% | -$16.7K | 1.36% | 8 |
|
|
2018
Q2 | $1.55M | Buy |
41,140
+1,470
| +4% | +$55.4K | 1.37% | 8 |
|
|
2018
Q1 | $1.49M | Buy |
39,670
+811
| +2% | +$30.5K | 1.88% | 7 |
|
|
2017
Q4 | $1.46M | Buy |
+38,859
| New | +$1.46M | 1.77% | 9 |
|