TWM
Tradition Wealth Management’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 | $383K | Sell |
12,492
-155
| -1% | -$4.76K | 0.03% | 306 |
|
|
2025
Q1 | $389K | Sell |
12,647
-1,125
| -8% | -$34.6K | 0.03% | 287 |
|
|
2024
Q4 | $433K | Sell |
13,772
-1,400
| -9% | -$44K | 0.04% | 273 |
|
|
2024
Q3 | $504K | Sell |
15,172
-2,698
| -15% | -$89.7K | 0.04% | 241 |
|
|
2024
Q2 | $564K | Buy |
17,870
+798
| +5% | +$25.2K | 0.05% | 215 |
|
|
2024
Q1 | $550K | Hold |
17,072
| – | – | 0.06% | 212 |
|
|
2023
Q4 | $532K | Sell |
17,072
-1,049
| -6% | -$32.7K | 0.06% | 179 |
|
|
2023
Q3 | $546K | Sell |
18,121
-344
| -2% | -$10.4K | 0.07% | 164 |
|
|
2023
Q2 | $571K | Sell |
18,465
-80
| -0.4% | -$2.47K | 0.07% | 164 |
|
|
2023
Q1 | $579K | Sell |
18,545
-9,803
| -35% | -$306K | 0.07% | 157 |
|
|
2022
Q4 | $865K | Sell |
28,348
-17,904
| -39% | -$546K | 0.12% | 116 |
|
|
2022
Q3 | $1.47M | Sell |
46,252
-1,866
| -4% | -$59.1K | 0.22% | 82 |
|
|
2022
Q2 | $1.58M | Sell |
48,118
-3,833
| -7% | -$126K | 0.23% | 77 |
|
|
2022
Q1 | $1.89M | Buy |
51,951
+8,730
| +20% | +$318K | 0.24% | 85 |
|
|
2021
Q4 | $1.7M | Buy |
43,221
+15,425
| +55% | +$608K | 0.21% | 96 |
|
|
2021
Q3 | $1.08M | Buy |
27,796
+8,748
| +46% | +$340K | 0.15% | 120 |
|
|
2021
Q2 | $749K | Buy |
19,048
+2,700
| +17% | +$106K | 0.11% | 138 |
|
|
2021
Q1 | $628K | Buy |
16,348
+855
| +6% | +$32.8K | 0.11% | 144 |
|
|
2020
Q4 | $597K | Buy |
+15,493
| New | +$597K | 0.12% | 128 |
|