SS&H Financial Advisors’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 | $1.15M | Buy |
37,325
+2,425
| +7% | +$74.4K | 0.38% | 56 |
|
|
2025
Q1 | $1.07M | Hold |
34,900
| – | – | 0.4% | 59 |
|
|
2024
Q4 | $1.1M | Buy |
34,900
+1,000
| +3% | +$31.5K | 0.4% | 58 |
|
|
2024
Q3 | $1.13M | Hold |
33,900
| – | – | 0.41% | 57 |
|
|
2024
Q2 | $1.07M | Hold |
33,900
| – | – | 0.42% | 57 |
|
|
2024
Q1 | $1.09M | Sell |
33,900
-2,425
| -7% | -$78.1K | 0.45% | 56 |
|
|
2023
Q4 | $1.13M | Sell |
36,325
-3,000
| -8% | -$93.6K | 0.48% | 53 |
|
|
2023
Q3 | $1.19M | Buy |
+39,325
| New | +$1.19M | 0.56% | 48 |
|
|
2023
Q1 | $1.33M | Sell |
42,625
-6,050
| -12% | -$189K | 0.61% | 48 |
|
|
2022
Q4 | $1.49M | Sell |
48,675
-37,633
| -44% | -$1.15M | 0.71% | 41 |
|
|
2022
Q3 | $2.73M | Sell |
86,308
-17,200
| -17% | -$545K | 1.41% | 21 |
|
|
2022
Q2 | $3.4M | Sell |
103,508
-19,000
| -16% | -$625K | 1.57% | 17 |
|
|
2022
Q1 | $4.46M | Buy |
+122,508
| New | +$4.46M | 1.74% | 14 |
|