Valeo Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Buy |
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|
2025
Q2 | $309K | Buy |
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|
2025
Q1 | $300K | Buy |
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|
2024
Q4 | $298K | Buy |
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|
2024
Q3 | $290K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $265K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $46K | Buy |
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|
2020
Q4 | $35K | Sell |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $164K | Buy |
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|
2020
Q1 | $119K | Buy |
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|
2019
Q4 | $126K | Buy |
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|
2019
Q3 | $106K | Buy |
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|
2019
Q2 | $101K | Buy |
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|
2019
Q1 | $72K | Buy |
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|
2018
Q4 | $40K | Hold |
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|
2018
Q3 | $43K | Sell |
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|
2018
Q2 | $63K | Buy |
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|
2018
Q1 | $61K | Buy |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $2K | Buy |
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