Strategic Wealth Partners’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 | $441K | Buy |
+14,383
| New | +$441K | 0.03% | 223 |
|
|
2024
Q4 | $543K | Sell |
17,130
-1,949
| -10% | -$61.8K | 0.05% | 201 |
|
|
2024
Q3 | $634K | Buy |
19,079
+1,549
| +9% | +$51.5K | 0.06% | 179 |
|
|
2024
Q2 | $553K | Sell |
17,530
-1,496
| -8% | -$47.2K | 0.06% | 186 |
|
|
2024
Q1 | $613K | Buy |
19,026
+7,088
| +59% | +$228K | 0.07% | 175 |
|
|
2023
Q4 | $372K | Buy |
11,938
+1,820
| +18% | +$56.8K | 0.05% | 211 |
|
|
2023
Q3 | $305K | Sell |
10,118
-201
| -2% | -$6.06K | 0.04% | 241 |
|
|
2023
Q2 | $319K | Sell |
10,319
-1,046
| -9% | -$32.4K | 0.04% | 242 |
|
|
2023
Q1 | $355K | Buy |
11,365
+514
| +5% | +$16K | 0.05% | 203 |
|
|
2022
Q4 | $331K | Buy |
10,851
+1,418
| +15% | +$43.3K | 0.06% | 201 |
|
|
2022
Q3 | $299K | Buy |
9,433
+1,373
| +17% | +$43.5K | 0.06% | 221 |
|
|
2022
Q2 | $265K | Buy |
8,060
+871
| +12% | +$28.6K | 0.06% | 206 |
|
|
2022
Q1 | $262K | Sell |
7,189
-1,318
| -15% | -$48K | 0.05% | 224 |
|
|
2021
Q4 | $335K | Buy |
8,507
+238
| +3% | +$9.37K | 0.06% | 224 |
|
|
2021
Q3 | $321K | Buy |
+8,269
| New | +$321K | 0.09% | 199 |
|
|
2021
Q2 | – | Sell |
-7,848
| Closed | -$301K | – | 254 |
|
|
2021
Q1 | $301K | Sell |
7,848
-182
| -2% | -$6.98K | 0.12% | 168 |
|
|
2020
Q4 | $309K | Buy |
8,030
+678
| +9% | +$26.1K | 0.13% | 144 |
|
|
2020
Q3 | $268K | Buy |
7,352
+1,362
| +23% | +$49.6K | 0.14% | 132 |
|
|
2020
Q2 | $207K | Buy |
+5,990
| New | +$207K | 0.11% | 127 |
|
|
2019
Q4 | – | Sell |
-10,133
| Closed | -$326K | – | 395 |
|
|
2019
Q3 | $326K | Buy |
10,133
+1,813
| +22% | +$58.3K | 1.68% | 8 |
|
|
2019
Q2 | $310K | Buy |
8,320
+2,503
| +43% | +$93.3K | 0.15% | 108 |
|
|
2019
Q1 | $214K | Buy |
5,817
+3,268
| +128% | +$120K | 0.1% | 134 |
|
|
2018
Q4 | $90K | Sell |
2,549
-951
| -27% | -$33.6K | 0.05% | 183 |
|
|
2018
Q3 | $130K | Sell |
3,500
-2,215
| -39% | -$82.3K | 0.07% | 158 |
|
|
2018
Q2 | $215K | Sell |
5,715
-1,381
| -19% | -$52K | 0.12% | 129 |
|
|
2018
Q1 | $267K | Sell |
7,096
-16,616
| -70% | -$625K | 0.14% | 136 |
|
|
2017
Q4 | $908K | Buy |
+23,712
| New | +$908K | 0.5% | 68 |
|