Sugarloaf Wealth Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $39.3K | Hold |
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|
2024
Q3 | $41.5K | Hold |
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|
2024
Q2 | $39.4K | Sell |
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|
2024
Q1 | $45.3K | Sell |
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|
2023
Q4 | $63.8K | Buy |
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|
2023
Q3 | $42.4K | Sell |
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|
2023
Q2 | $54.4K | Sell |
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|
2023
Q1 | $62.9K | Buy |
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|
2022
Q4 | $61.4K | Sell |
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|
2022
Q3 | $185K | Buy |
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|
2022
Q2 | $141K | Sell |
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|
2022
Q1 | $230K | Sell |
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|
2021
Q4 | $324K | Buy |
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|
2021
Q3 | $316K | Buy |
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|
2021
Q2 | $200K | Buy |
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|
2021
Q1 | $84 | Sell |
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|
2020
Q4 | $72K | Hold |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $59K | Sell |
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|
2019
Q4 | $117K | Buy |
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