Valmark Advisers’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 | $514K | Sell |
|
|||||
|
2025
Q2 | $567K | Sell |
|
|||||
|
2025
Q1 | $574K | Buy |
|
|||||
|
2024
Q4 | $525K | Sell |
|
|||||
|
2024
Q3 | $636K | Buy |
|
|||||
|
2024
Q2 | $595K | Buy |
|
|||||
|
2024
Q1 | $532K | Sell |
|
|||||
|
2023
Q4 | $518K | Sell |
|
|||||
|
2023
Q3 | $539K | Sell |
|
|||||
|
2023
Q2 | $564K | Sell |
|
|||||
|
2023
Q1 | $592K | Buy |
|
|||||
|
2022
Q4 | $541K | Sell |
|
|||||
|
2022
Q3 | $572K | Buy |
|
|||||
|
2022
Q2 | $586K | Sell |
|
|||||
|
2022
Q1 | $704K | Sell |
|
|||||
|
2021
Q4 | $794K | Sell |
|
|||||
|
2021
Q3 | $812K | Sell |
|
|||||
|
2021
Q2 | $853K | Sell |
|
|||||
|
2021
Q1 | $975K | Buy |
|
|||||
|
2020
Q4 | $937K | Buy |
|
|||||
|
2020
Q3 | $874K | Sell |
|
|||||
|
2020
Q2 | $891K | Sell |
|
|||||
|
2020
Q1 | $883K | Sell |
|
|||||
|
2019
Q4 | $1.08M | Sell |
|
|||||
|
2019
Q3 | $1.09M | Buy |
|
|||||
|
2019
Q2 | $1.05M | Sell |
|
|||||
|
2019
Q1 | $1.11M | Sell |
|
|||||
|
2018
Q4 | $1.1M | Sell |
|
|||||
|
2018
Q3 | $1.21M | Sell |
|
|||||
|
2018
Q2 | $1.24M | Sell |
|
|||||
|
2018
Q1 | $1.27M | Sell |
|
|||||
|
2017
Q4 | $1.43M | Buy |
|
|||||
|
2017
Q3 | $455K | Hold |
|
|||||
|
2017
Q2 | $459K | Hold |
|
|||||
|
2017
Q1 | $453K | Hold |
|
|||||
|
2016
Q4 | $436K | Hold |
|
|||||
|
2016
Q3 | $463K | Sell |
|
|||||
|
2016
Q2 | $470K | Sell |
|
|||||
|
2016
Q1 | $466K | Hold |
|
|||||
|
2015
Q4 | $464K | Sell |
|
|||||
|
2015
Q3 | $465K | Sell |
|
|||||
|
2015
Q2 | $473K | Sell |
|
|||||
|
2015
Q1 | $485K | Sell |
|
|||||
|
2014
Q4 | $477K | Sell |
|
|||||
|
2014
Q3 | $489K | Sell |
|
|||||
|
2014
Q2 | $507K | Sell |
|
|||||
|
2014
Q1 | $517K | Buy |
|
|||||
|
2013
Q4 | $390K | Sell |
|
|||||
|
2013
Q3 | $404K | Buy |
|
|||||
|
2013
Q2 | $414K | Buy |
|