Sterling Financial Planning’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
Q4 | – | Sell |
-18,944
| Closed | -$600K | – | 91 |
|
|
2022
Q3 | $600K | Sell |
18,944
-220
| -1% | -$6.97K | 0.42% | 45 |
|
|
2022
Q2 | $630K | Sell |
19,164
-301
| -2% | -$9.9K | 0.44% | 42 |
|
|
2022
Q1 | $709K | Buy |
19,465
+118
| +0.6% | +$4.3K | 0.45% | 42 |
|
|
2021
Q4 | $763K | Buy |
19,347
+82
| +0.4% | +$3.23K | 0.48% | 39 |
|
|
2021
Q3 | $748K | Sell |
19,265
-343
| -2% | -$13.3K | 0.48% | 36 |
|
|
2021
Q2 | $771K | Sell |
19,608
-432
| -2% | -$17K | 0.5% | 38 |
|
|
2021
Q1 | $770K | Sell |
20,040
-2,243
| -10% | -$86.2K | 0.55% | 34 |
|
|
2020
Q4 | $858K | Buy |
+22,283
| New | +$858K | 0.69% | 29 |
|