Summit Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $572K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $684K | Buy |
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|
2024
Q4 | $699K | Sell |
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|
2024
Q3 | $743K | Sell |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $731K | Sell |
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|
2023
Q4 | $815K | Sell |
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|
2023
Q3 | $863K | Sell |
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|
2023
Q2 | $934K | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $944K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.7M | Sell |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $1.2M | Buy |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $1.12M | Sell |
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|
2019
Q4 | $1.48M | Buy |
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