Stone Summit Wealth’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 | $1.01M | Sell |
32,985
-14,030
| -30% | -$430K | 0.31% | 71 |
|
|
2025
Q1 | $1.44M | Buy |
47,015
+15,605
| +50% | +$480K | 0.49% | 65 |
|
|
2024
Q4 | $988K | Sell |
31,410
-3,655
| -10% | -$115K | 0.33% | 72 |
|
|
2024
Q3 | $1.17M | Sell |
35,065
-3,175
| -8% | -$106K | 0.38% | 70 |
|
|
2024
Q2 | $1.21M | Sell |
38,240
-1,190
| -3% | -$37.5K | 0.43% | 65 |
|
|
2024
Q1 | $1.27M | Sell |
39,430
-3,010
| -7% | -$97K | 0.44% | 65 |
|
|
2023
Q4 | $1.32M | Sell |
42,440
-7,798
| -16% | -$243K | 0.51% | 62 |
|
|
2023
Q3 | $1.51M | Sell |
50,238
-1,960
| -4% | -$59.1K | 0.65% | 55 |
|
|
2023
Q2 | $1.61M | Buy |
52,198
+8,600
| +20% | +$266K | 0.67% | 53 |
|
|
2023
Q1 | $1.36M | Buy |
43,598
+15,585
| +56% | +$487K | 0.61% | 58 |
|
|
2022
Q4 | $855K | Buy |
28,013
+8,803
| +46% | +$269K | 0.42% | 65 |
|
|
2022
Q3 | $608K | Buy |
19,210
+3,295
| +21% | +$104K | 0.37% | 74 |
|
|
2022
Q2 | $524K | Sell |
15,915
-5,246
| -25% | -$173K | 0.31% | 78 |
|
|
2022
Q1 | $761K | Buy |
21,161
+4,915
| +30% | +$177K | 0.43% | 69 |
|
|
2021
Q4 | $646K | Buy |
+16,246
| New | +$646K | 0.52% | 65 |
|