Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
10,056
+282
| +3% | +$8.65K | 0.01% | 567 |
|
|
2025
Q1 | $300K | Buy |
9,774
+294
| +3% | +$9.04K | 0.01% | 531 |
|
|
2024
Q4 | $298K | Buy |
9,480
+752
| +9% | +$23.6K | 0.01% | 531 |
|
|
2024
Q3 | $290K | Buy |
+8,728
| New | +$290K | 0.01% | 535 |
|
|
2023
Q4 | – | Sell |
-8,787
| Closed | -$265K | – | 664 |
|
|
2023
Q3 | $265K | Buy |
+8,787
| New | +$265K | 0.01% | 497 |
|
|
2021
Q2 | – | Sell |
-1,207
| Closed | -$46K | – | 1344 |
|
|
2021
Q1 | $46K | Buy |
1,207
+300
| +33% | +$11.4K | ﹤0.01% | 868 |
|
|
2020
Q4 | $35K | Sell |
907
-143
| -14% | -$5.52K | ﹤0.01% | 873 |
|
|
2020
Q3 | $38K | Sell |
1,050
-3,679
| -78% | -$133K | ﹤0.01% | 713 |
|
|
2020
Q2 | $164K | Buy |
4,729
+1,220
| +35% | +$42.3K | 0.01% | 356 |
|
|
2020
Q1 | $119K | Buy |
3,509
+158
| +5% | +$5.36K | 0.01% | 381 |
|
|
2019
Q4 | $126K | Buy |
3,351
+518
| +18% | +$19.5K | 0.01% | 413 |
|
|
2019
Q3 | $106K | Buy |
2,833
+90
| +3% | +$3.37K | 0.01% | 420 |
|
|
2019
Q2 | $101K | Buy |
2,743
+762
| +38% | +$28.1K | 0.01% | 433 |
|
|
2019
Q1 | $72K | Buy |
1,981
+805
| +68% | +$29.3K | 0.01% | 481 |
|
|
2018
Q4 | $40K | Hold |
1,176
| – | – | 0.01% | 547 |
|
|
2018
Q3 | $43K | Sell |
1,176
-500
| -30% | -$18.3K | 0.01% | 575 |
|
|
2018
Q2 | $63K | Buy |
1,676
+47
| +3% | +$1.77K | 0.01% | 498 |
|
|
2018
Q1 | $61K | Buy |
1,629
+1,600
| +5,517% | +$59.9K | 0.01% | 455 |
|
|
2017
Q4 | $1K | Sell |
29
-24
| -45% | -$828 | ﹤0.01% | 1300 |
|
|
2017
Q3 | $2K | Buy |
+53
| New | +$2K | ﹤0.01% | 1029 |
|