Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.3K | Hold |
1,250
| – | – | 0.01% | 324 |
|
|
2024
Q3 | $41.5K | Hold |
1,250
| – | – | 0.01% | 321 |
|
|
2024
Q2 | $39.4K | Sell |
1,250
-156
| -11% | -$4.92K | 0.01% | 320 |
|
|
2024
Q1 | $45.3K | Sell |
1,406
-640
| -31% | -$20.6K | 0.01% | 301 |
|
|
2023
Q4 | $63.8K | Buy |
2,046
+640
| +46% | +$20K | 0.02% | 260 |
|
|
2023
Q3 | $42.4K | Sell |
1,406
-354
| -20% | -$10.7K | 0.01% | 305 |
|
|
2023
Q2 | $54.4K | Sell |
1,760
-255
| -13% | -$7.89K | 0.01% | 279 |
|
|
2023
Q1 | $62.9K | Buy |
2,015
+4
| +0.2% | +$125 | 0.02% | 259 |
|
|
2022
Q4 | $61.4K | Sell |
2,011
-3,819
| -66% | -$117K | 0.02% | 255 |
|
|
2022
Q3 | $185K | Buy |
5,830
+1,550
| +36% | +$49.2K | 0.05% | 128 |
|
|
2022
Q2 | $141K | Sell |
4,280
-2,034
| -32% | -$67K | 0.04% | 149 |
|
|
2022
Q1 | $230K | Sell |
6,314
-1,911
| -23% | -$69.6K | 0.05% | 113 |
|
|
2021
Q4 | $324K | Buy |
8,225
+73
| +0.9% | +$2.88K | 0.08% | 97 |
|
|
2021
Q3 | $316K | Buy |
8,152
+3,076
| +61% | +$119K | 0.08% | 98 |
|
|
2021
Q2 | $200K | Buy |
5,076
+4,363
| +612% | +$172K | 0.05% | 125 |
|
|
2021
Q1 | $84 | Sell |
713
-1,147
| -62% | -$135 | 0.03% | 211 |
|
|
2020
Q4 | $72K | Hold |
1,860
| – | – | 0.02% | 213 |
|
|
2020
Q3 | $68K | Hold |
1,860
| – | – | 0.02% | 195 |
|
|
2020
Q2 | $64K | Hold |
1,860
| – | – | 0.02% | 201 |
|
|
2020
Q1 | $59K | Sell |
1,860
-1,250
| -40% | -$39.7K | 0.03% | 205 |
|
|
2019
Q4 | $117K | Buy |
+3,110
| New | +$117K | 0.05% | 161 |
|