Strategic Wealth Investment Group’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 | $494K | Buy |
16,098
+1,704
| +12% | +$52.3K | 0.72% | 37 |
|
|
2025
Q1 | $442K | Sell |
14,394
-335,757
| -96% | -$10.3M | 0.77% | 39 |
|
|
2024
Q4 | $11M | Sell |
350,151
-22,097
| -6% | -$695K | 1.22% | 26 |
|
|
2024
Q3 | $12.4M | Buy |
372,248
+94,516
| +34% | +$3.14M | 1.33% | 24 |
|
|
2024
Q2 | $8.69M | Buy |
+277,732
| New | +$8.69M | 1.1% | 29 |
|
|
2023
Q4 | $20.8M | Buy |
665,679
+23,929
| +4% | +$746K | 3.12% | 8 |
|
|
2023
Q3 | $19.3M | Buy |
641,750
+32,474
| +5% | +$979K | 3.51% | 8 |
|
|
2023
Q2 | $18.8M | Buy |
609,276
+100,050
| +20% | +$3.09M | 2.99% | 9 |
|
|
2023
Q1 | $15.9M | Buy |
509,226
+85,196
| +20% | +$2.66M | 2.95% | 9 |
|
|
2022
Q4 | $13.9M | Buy |
424,030
+58,495
| +16% | +$1.92M | 3.22% | 8 |
|
|
2022
Q3 | $11.6M | Buy |
365,535
+40,093
| +12% | +$1.27M | 3.33% | 9 |
|
|
2022
Q2 | $10.7M | Sell |
325,442
-25,307
| -7% | -$832K | 2.68% | 9 |
|
|
2022
Q1 | $12.8M | Buy |
350,749
+39,880
| +13% | +$1.45M | 3.05% | 8 |
|
|
2021
Q4 | $12.3M | Buy |
310,869
+23,926
| +8% | +$943K | 3.19% | 8 |
|
|
2021
Q3 | $11.1M | Buy |
286,943
+44,034
| +18% | +$1.71M | 3.33% | 8 |
|
|
2021
Q2 | $9.56M | Buy |
242,909
+49,415
| +26% | +$1.94M | 3.39% | 8 |
|
|
2021
Q1 | $7.43M | Buy |
193,494
+33,073
| +21% | +$1.27M | 3.56% | 7 |
|
|
2020
Q4 | $6.18M | Buy |
160,421
+26,079
| +19% | +$1M | 3.62% | 8 |
|
|
2020
Q3 | $4.9M | Buy |
134,342
+14,759
| +12% | +$538K | 3.68% | 8 |
|
|
2020
Q2 | $4.14M | Sell |
119,583
-10,688
| -8% | -$370K | 4.06% | 6 |
|
|
2020
Q1 | $4.15M | Buy |
130,271
+17,300
| +15% | +$551K | 6.76% | 2 |
|
|
2019
Q4 | $4.25M | Buy |
+112,971
| New | +$4.25M | 4.4% | 6 |
|