Valley Wealth Managers’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 | $61.7K | Sell |
2,012
-1,318
| -40% | -$40.4K | ﹤0.01% | 191 |
|
|
2025
Q1 | $102K | Sell |
3,330
-18,922
| -85% | -$582K | 0.01% | 183 |
|
|
2024
Q4 | $700K | Buy |
22,252
+4,323
| +24% | +$136K | 0.05% | 141 |
|
|
2024
Q3 | $596K | Sell |
17,929
-18,453
| -51% | -$613K | 0.04% | 149 |
|
|
2024
Q2 | $1.15M | Sell |
36,382
-52
| -0.1% | -$1.64K | 0.09% | 126 |
|
|
2024
Q1 | $1.17M | Sell |
36,434
-2,567
| -7% | -$82.7K | 0.09% | 122 |
|
|
2023
Q4 | $1.22M | Sell |
39,001
-1,633
| -4% | -$50.9K | 0.09% | 120 |
|
|
2023
Q3 | $1.23M | Buy |
+40,634
| New | +$1.23M | 0.1% | 122 |
|