Steward Partners Investment Advisory’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Sell |
|
|||||
|
2025
Q1 | $319K | Sell |
|
|||||
|
2024
Q4 | $1.15M | Buy |
|
|||||
|
2024
Q3 | $187K | Buy |
|
|||||
|
2024
Q2 | $55.1K | Hold |
|
|||||
|
2024
Q1 | $55.4K | Sell |
|
|||||
|
2023
Q4 | $167K | Hold |
|
|||||
|
2023
Q3 | $166K | Sell |
|
|||||
|
2023
Q2 | $182K | Buy |
|
|||||
|
2023
Q1 | $173K | Hold |
|
|||||
|
2022
Q4 | $170K | Buy |
|