Taylor & Morgan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,516
| Closed | -$202K | – | 62 |
|
|
2023
Q2 | $202K | Sell |
6,516
-89
| -1% | -$2.75K | 0.17% | 62 |
|
|
2023
Q1 | $206K | Buy |
6,605
+2
| +0% | +$62 | 0.18% | 61 |
|
|
2022
Q4 | $202K | Sell |
6,603
-210
| -3% | -$6.41K | 0.19% | 60 |
|
|
2022
Q3 | $216K | Sell |
6,813
-1,928
| -22% | -$61.1K | 0.22% | 59 |
|
|
2022
Q2 | $287K | Sell |
8,741
-496
| -5% | -$16.3K | 0.27% | 53 |
|
|
2022
Q1 | $336K | Buy |
9,237
+4
| +0% | +$146 | 0.27% | 50 |
|
|
2021
Q4 | $364K | Buy |
+9,233
| New | +$364K | 0.29% | 50 |
|