TWP
Tempus Wealth Planning’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
80,721
+29,935
| +59% | +$918K | 0.62% | 40 |
|
|
2025
Q1 | $1.56M | Buy |
50,786
+35,788
| +239% | +$1.1M | 0.47% | 60 |
|
|
2024
Q4 | $472K | Buy |
14,998
+5,836
| +64% | +$183K | 0.14% | 149 |
|
|
2024
Q3 | $304K | Buy |
9,162
+2,252
| +33% | +$74.8K | 0.11% | 167 |
|
|
2024
Q2 | $218K | Sell |
6,910
-79,225
| -92% | -$2.5M | 0.09% | 185 |
|
|
2024
Q1 | $2.78M | Sell |
86,135
-671
| -0.8% | -$21.6K | 1.22% | 17 |
|
|
2023
Q4 | $2.71M | Buy |
86,806
+79,871
| +1,152% | +$2.49M | 1.19% | 19 |
|
|
2023
Q3 | $209K | Buy |
6,935
+168
| +2% | +$5.07K | 0.1% | 155 |
|
|
2023
Q2 | $209K | Buy |
+6,767
| New | +$209K | 0.09% | 174 |
|
|
2022
Q1 | – | Sell |
-6,029
| Closed | -$238K | – | 147 |
|
|
2021
Q4 | $238K | Hold |
6,029
| – | – | 0.13% | 139 |
|
|
2021
Q3 | $234K | Hold |
6,029
| – | – | 0.13% | 139 |
|
|
2021
Q2 | $237K | Buy |
+6,029
| New | +$237K | 0.16% | 136 |
|