Transatlantique Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Buy |
24,170
+1,070
| +5% | +$32.8K | 0.27% | 109 |
|
|
2025
Q1 | $710K | Buy |
23,100
+5,629
| +32% | +$173K | 0.28% | 109 |
|
|
2024
Q4 | $549K | Buy |
17,471
+1,305
| +8% | +$41K | 0.21% | 136 |
|
|
2024
Q3 | $537K | Sell |
16,166
-260
| -2% | -$8.64K | 0.21% | 144 |
|
|
2024
Q2 | $518K | Hold |
16,426
| – | – | 0.21% | 131 |
|
|
2024
Q1 | $529K | Buy |
16,426
+7,733
| +89% | +$249K | 0.23% | 142 |
|
|
2023
Q4 | $271K | Buy |
+8,693
| New | +$271K | 0.13% | 189 |
|