SWA
Sutton Wealth Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.8K | Hold |
922
| – | – | 0.01% | 311 |
|
|
2023
Q2 | $28.5K | Buy |
922
+511
| +124% | +$15.8K | 0.01% | 299 |
|
|
2023
Q1 | $12.8K | Hold |
411
| – | – | 0.01% | 376 |
|
|
2022
Q4 | $12.5K | Hold |
411
| – | – | ﹤0.01% | 859 |
|
|
2022
Q3 | $13K | Hold |
411
| – | – | 0.01% | 812 |
|
|
2022
Q2 | $13.5K | Hold |
411
| – | – | 0.01% | 803 |
|
|
2022
Q1 | $15K | Hold |
411
| – | – | 0.01% | 812 |
|
|
2021
Q4 | $16.2K | Sell |
411
-260
| -39% | -$10.3K | 0.01% | 773 |
|
|
2021
Q3 | $26K | Hold |
671
| – | – | 0.01% | 614 |
|
|
2021
Q2 | $26.4K | Hold |
671
| – | – | 0.01% | 619 |
|
|
2021
Q1 | $25.8K | Hold |
671
| – | – | 0.01% | 597 |
|
|
2020
Q4 | $25.8K | Hold |
671
| – | – | 0.01% | 540 |
|
|
2020
Q3 | $24.5K | Hold |
671
| – | – | 0.01% | 484 |
|
|
2020
Q2 | $23.2K | Hold |
671
| – | – | 0.01% | 492 |
|
|
2020
Q1 | $21.4K | Hold |
671
| – | – | 0.01% | 457 |
|
|
2019
Q4 | $25.2K | Hold |
671
| – | – | 0.01% | 512 |
|
|
2019
Q3 | $25.2K | Buy |
+671
| New | +$25.2K | 0.01% | 501 |
|
|
2018
Q2 | – | Sell |
-265
| Closed | -$9.95K | – | 1155 |
|
|
2018
Q1 | $9.95K | Hold |
265
| – | – | 0.01% | 808 |
|
|
2017
Q4 | $10.1K | Sell |
265
-882
| -77% | -$33.6K | 0.01% | 774 |
|
|
2017
Q3 | $44.5K | Hold |
1,147
| – | – | 0.03% | 298 |
|
|
2017
Q2 | $44.9K | Hold |
1,147
| – | – | 0.04% | 281 |
|
|
2017
Q1 | $44.4K | Hold |
1,147
| – | – | 0.04% | 285 |
|
|
2016
Q4 | $42.7K | Sell |
1,147
-1,586
| -58% | -$59K | 0.04% | 290 |
|
|
2016
Q3 | $108K | Buy |
2,733
+635
| +30% | +$25.1K | 0.1% | 170 |
|
|
2016
Q2 | $83.7K | Sell |
2,098
-1,506
| -42% | -$60.1K | 0.08% | 193 |
|
|
2016
Q1 | $141K | Buy |
+3,604
| New | +$141K | 0.13% | 136 |
|