WAS
Wealth Advisory Solutions’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
132,444
+8,666
| +7% | +$266K | 1.03% | 26 |
|
|
2025
Q1 | $3.8M | Buy |
123,778
+23,603
| +24% | +$725K | 1.01% | 25 |
|
|
2024
Q4 | $3.15M | Buy |
100,175
+82,961
| +482% | +$2.61M | 0.88% | 32 |
|
|
2024
Q3 | $572K | Buy |
17,214
+1,052
| +7% | +$35K | 0.16% | 78 |
|
|
2024
Q2 | $510K | Sell |
16,162
-1,845
| -10% | -$58.2K | 0.14% | 82 |
|
|
2024
Q1 | $580K | Buy |
+18,007
| New | +$580K | 0.15% | 77 |
|
|
2023
Q3 | – | Sell |
-12,236
| Closed | -$322K | – | 128 |
|
|
2023
Q2 | $322K | Buy |
+12,236
| New | +$322K | 0.09% | 89 |
|
|
2021
Q1 | – | Sell |
-5,335
| Closed | -$205K | – | 179 |
|
|
2020
Q4 | $205K | Buy |
+5,335
| New | +$205K | 0.06% | 151 |
|
|
2020
Q2 | – | Sell |
-14,483
| Closed | -$461K | – | 183 |
|
|
2020
Q1 | $461K | Buy |
14,483
+7,908
| +120% | +$252K | 0.16% | 106 |
|
|
2019
Q4 | $247K | Buy |
+6,575
| New | +$247K | 0.07% | 160 |
|