Tobias Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-486,174
| Closed | -$15.7M | – | 107 |
|
|
2024
Q1 | $15.7M | Buy |
486,174
+12,251
| +3% | +$395K | 3.55% | 7 |
|
|
2023
Q4 | $14.8M | Sell |
473,923
-9,435
| -2% | -$294K | 3.6% | 7 |
|
|
2023
Q3 | $14.6M | Buy |
483,358
+26,890
| +6% | +$811K | 3.82% | 8 |
|
|
2023
Q2 | $14.1M | Buy |
456,468
+22,235
| +5% | +$688K | 3.8% | 8 |
|
|
2023
Q1 | $13.6M | Buy |
+434,233
| New | +$13.6M | 3.98% | 7 |
|
|
2020
Q1 | – | Sell |
-1,702
| Closed | -$63K | – | 212 |
|
|
2019
Q4 | $63K | Buy |
+1,702
| New | +$63K | 0.04% | 88 |
|