V Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,955
| Closed | -$261K | – | 400 |
|
|
2022
Q2 | $261K | Buy |
+7,955
| New | +$261K | 0.05% | 340 |
|
|
2020
Q3 | – | Sell |
-9,432
| Closed | -$326K | – | 285 |
|
|
2020
Q2 | $326K | Buy |
+9,432
| New | +$326K | 0.08% | 250 |
|
|
2020
Q1 | – | Sell |
-19,059
| Closed | -$716K | – | 354 |
|
|
2019
Q4 | $716K | Hold |
19,059
| – | – | 0.26% | 106 |
|
|
2019
Q3 | $716K | Buy |
19,059
+3,381
| +22% | +$127K | 0.26% | 106 |
|
|
2019
Q2 | $584K | Buy |
15,678
+1,719
| +12% | +$64K | 0.22% | 121 |
|
|
2019
Q1 | $511K | Buy |
+13,959
| New | +$511K | 0.21% | 120 |
|
|
2018
Q2 | – | Sell |
-46,039
| Closed | -$1.71M | – | 226 |
|
|
2018
Q1 | $1.71M | Buy |
46,039
+87
| +0.2% | +$3.22K | 0.91% | 33 |
|
|
2017
Q4 | $1.75M | Buy |
45,952
+40
| +0.1% | +$1.52K | 0.88% | 35 |
|
|
2017
Q3 | $1.77M | Sell |
45,912
-350
| -0.8% | -$13.5K | 0.9% | 35 |
|
|
2017
Q2 | $1.81M | Buy |
+46,262
| New | +$1.81M | 0.85% | 33 |
|
|
2017
Q1 | – | Sell |
-43,913
| Closed | -$1.65M | – | 200 |
|
|
2016
Q4 | $1.65M | Buy |
+43,913
| New | +$1.65M | 1.21% | 22 |
|