Waverly 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 | $4.89M | Buy |
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|
2025
Q2 | $4.67M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $4.99M | Sell |
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|
2024
Q3 | $5.37M | Sell |
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|
2024
Q2 | $5.19M | Sell |
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|
2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $1.99M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $151K | Buy |
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|
2015
Q2 | $85K | Hold |
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|
2015
Q1 | $87K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $40K | Buy |
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