SWS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,647
| Closed | -$366K | – | 111 |
|
|
2024
Q4 | $366K | Sell |
11,647
-378
| -3% | -$11.9K | 0.11% | 107 |
|
|
2024
Q3 | $400K | Hold |
12,025
| – | – | 0.13% | 103 |
|
|
2024
Q2 | $379K | Hold |
12,025
| – | – | 0.11% | 102 |
|
|
2024
Q1 | $388K | Hold |
12,025
| – | – | 0.12% | 102 |
|
|
2023
Q4 | $375K | Buy |
12,025
+365
| +3% | +$11.4K | 0.12% | 101 |
|
|
2023
Q3 | $352K | Hold |
11,660
| – | – | 0.13% | 102 |
|
|
2023
Q2 | $361K | Hold |
11,660
| – | – | 0.13% | 102 |
|
|
2023
Q1 | $364K | Sell |
11,660
-111
| -0.9% | -$3.47K | 0.14% | 106 |
|
|
2022
Q4 | $359K | Buy |
+11,771
| New | +$359K | 0.17% | 79 |
|
|
2018
Q2 | – | Sell |
-1,170
| Closed | -$44K | – | 252 |
|
|
2018
Q1 | $44K | Buy |
1,170
+690
| +144% | +$25.9K | 0.03% | 160 |
|
|
2017
Q4 | $18K | Buy |
+480
| New | +$18K | 0.01% | 235 |
|