TIA
Traphagen Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,301
| Closed | -$280K | – | 146 |
|
|
2021
Q1 | $280K | Sell |
7,301
-19,269
| -73% | -$740K | 0.05% | 112 |
|
|
2020
Q4 | $1.02M | Buy |
26,570
+554
| +2% | +$21.3K | 0.18% | 46 |
|
|
2020
Q3 | $948K | Sell |
26,016
-3,766
| -13% | -$137K | 0.19% | 42 |
|
|
2020
Q2 | $1.03M | Buy |
29,782
+9,149
| +44% | +$317K | 0.23% | 44 |
|
|
2020
Q1 | $657K | Sell |
20,633
-25,973
| -56% | -$827K | 0.18% | 47 |
|
|
2019
Q4 | $1.75M | Sell |
46,606
-3,020
| -6% | -$114K | 0.42% | 30 |
|
|
2019
Q3 | $1.86M | Sell |
49,626
-32,981
| -40% | -$1.24M | 0.49% | 28 |
|
|
2019
Q2 | $3.04M | Sell |
82,607
-124,357
| -60% | -$4.58M | 0.81% | 23 |
|
|
2019
Q1 | $7.56M | Buy |
+206,964
| New | +$7.56M | 2.13% | 16 |
|