StrongBox 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-12,860
| Closed | -$468K | – | 90 |
|
2022
Q1 | $468K | Sell |
12,860
-40,949
| -76% | -$1.49M | 0.27% | 65 |
|
2021
Q4 | $2.12M | Buy |
53,809
+2,375
| +5% | +$93.7K | 1.06% | 35 |
|
2021
Q3 | $2M | Sell |
51,434
-637
| -1% | -$24.7K | 1.12% | 32 |
|
2021
Q2 | $2.05M | Buy |
52,071
+8,556
| +20% | +$337K | 1.17% | 31 |
|
2021
Q1 | $1.67M | Buy |
43,515
+6,016
| +16% | +$231K | 1.04% | 31 |
|
2020
Q4 | $1.44M | Buy |
37,499
+1,678
| +5% | +$64.6K | 0.94% | 32 |
|
2020
Q3 | $1.31M | Buy |
35,821
+567
| +2% | +$20.7K | 0.96% | 30 |
|
2020
Q2 | $1.22M | Buy |
35,254
+773
| +2% | +$26.8K | 1.11% | 31 |
|
2020
Q1 | $1.1M | Buy |
+34,481
| New | +$1.1M | 1.25% | 28 |
|