TPWM
Twelve Points 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
Q1 | – | Sell |
-11,234
| Closed | -$353K | – | 184 |
|
|
2024
Q4 | $353K | Sell |
11,234
-3,146
| -22% | -$98.9K | 0.1% | 137 |
|
|
2024
Q3 | $478K | Sell |
14,380
-512
| -3% | -$17K | 0.15% | 122 |
|
|
2024
Q2 | $470K | Buy |
14,892
+29
| +0.2% | +$915 | 0.17% | 121 |
|
|
2024
Q1 | $479K | Sell |
14,863
-1,212
| -8% | -$39.1K | 0.18% | 115 |
|
|
2023
Q4 | $501K | Sell |
16,075
-2,326
| -13% | -$72.5K | 0.24% | 112 |
|
|
2023
Q3 | $555K | Sell |
18,401
-6,326
| -26% | -$191K | 0.28% | 101 |
|
|
2023
Q2 | $765K | Sell |
24,727
-8,383
| -25% | -$259K | 0.41% | 72 |
|
|
2023
Q1 | $1.03M | Sell |
33,110
-2,645
| -7% | -$82.6K | 0.59% | 52 |
|
|
2022
Q4 | $1.09M | Buy |
+35,755
| New | +$1.09M | 0.74% | 36 |
|