Valley Financial Management’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
2023
Q2
$1.3M Buy
41,887
+21,364
+104% +$661K 0.67% 32
2023
Q1
$641K Sell
20,523
-8,615
-30% -$269K 0.4% 37
2022
Q4
$890K Buy
29,138
+2,864
+11% +$87.4K 0.5% 33
2022
Q3
$832K Buy
+26,274
New +$832K 0.5% 34