Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-20,593
| Closed | -$621K | – | 252 |
|
|
2023
Q3 | $621K | Sell |
20,593
-23,573
| -53% | -$711K | 0.07% | 154 |
|
|
2023
Q2 | $1.37M | Buy |
44,166
+20,494
| +87% | +$634K | 0.12% | 120 |
|
|
2023
Q1 | $739K | Buy |
+23,672
| New | +$739K | 0.07% | 145 |
|
|
2021
Q4 | – | Sell |
-21,584
| Closed | -$838K | – | 230 |
|
|
2021
Q3 | $838K | Sell |
21,584
-2,109
| -9% | -$81.9K | 0.1% | 120 |
|
|
2021
Q2 | $932K | Sell |
23,693
-820
| -3% | -$32.3K | 0.11% | 122 |
|
|
2021
Q1 | $941K | Buy |
24,513
+1,154
| +5% | +$44.3K | 0.19% | 101 |
|
|
2020
Q4 | $900K | Buy |
+23,359
| New | +$900K | 0.19% | 106 |
|