UCMOK
United Capital Management of KS’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-64,283
| Closed | -$2.05M | – | 87 |
|
2020
Q1 | $2.05M | Sell |
64,283
-11,160
| -15% | -$355K | 1.72% | 24 |
|
2019
Q4 | $2.84M | Buy |
75,443
+67
| +0.1% | +$2.52K | 1.8% | 13 |
|
2019
Q3 | $2.81M | Sell |
75,376
-72
| -0.1% | -$2.68K | 2.05% | 13 |
|
2019
Q2 | $2.78M | Sell |
75,448
-7,745
| -9% | -$286K | 2.1% | 12 |
|
2019
Q1 | $3.05M | Sell |
83,193
-7,267
| -8% | -$267K | 2.39% | 8 |
|
2018
Q4 | $3.1M | Sell |
90,460
-3,332
| -4% | -$114K | 2.87% | 5 |
|
2018
Q3 | $3.48M | Buy |
+93,792
| New | +$3.48M | 2.8% | 8 |
|