TPB Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-39,955
| Closed | -$1.46M | – | 51 |
|
|
2022
Q1 | $1.46M | Buy |
39,955
+1,281
| +3% | +$46.7K | 0.55% | 28 |
|
|
2021
Q4 | $1.53M | Buy |
38,674
+6,804
| +21% | +$268K | 0.74% | 27 |
|
|
2021
Q3 | $1.24M | Sell |
31,870
-6,505
| -17% | -$252K | 0.9% | 23 |
|
|
2021
Q2 | $1.51M | Sell |
38,375
-1,625
| -4% | -$63.9K | 0.97% | 21 |
|
|
2021
Q1 | $1.5M | Buy |
+40,000
| New | +$1.5M | 1.29% | 18 |
|