Sterneck Capital 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-7,710
| Closed | -$256K | – | 103 |
|
2024
Q3 | $256K | Sell |
7,710
-1,500
| -16% | -$49.8K | 0.14% | 74 |
|
2024
Q2 | $291K | Sell |
9,210
-610
| -6% | -$19.2K | 0.16% | 68 |
|
2024
Q1 | $316K | Hold |
9,820
| – | – | 0.19% | 69 |
|
2023
Q4 | $306K | Hold |
9,820
| – | – | 0.2% | 71 |
|
2023
Q3 | $296K | Hold |
9,820
| – | – | 0.2% | 68 |
|
2023
Q2 | $304K | Sell |
9,820
-210
| -2% | -$6.5K | 0.19% | 72 |
|
2023
Q1 | $313K | Hold |
10,030
| – | – | 0.2% | 72 |
|
2022
Q4 | $306K | Buy |
+10,030
| New | +$306K | 0.2% | 71 |
|