TrueWealth LLC’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
2020
Q2
$4K Hold
125
﹤0.01% 584
2020
Q1
$4K Sell
125
-622
-83% -$19.9K ﹤0.01% 585
2019
Q4
$28K Hold
747
0.01% 339
2019
Q3
$28K Buy
747
+5
+0.7% +$187 0.01% 328
2019
Q2
$27K Sell
742
-621
-46% -$22.6K 0.01% 337
2019
Q1
$50K Buy
1,363
+636
+87% +$23.3K 0.02% 262
2018
Q4
$25K Buy
727
+12
+2% +$413 0.01% 332
2018
Q3
$27K Buy
715
+133
+23% +$5.02K 0.01% 350
2018
Q2
$22K Buy
+582
New +$22K 0.01% 374