WDG
Wealth Dimensions Group’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 | $371K | Sell |
12,107
-1,509
| -11% | -$46.3K | 0.08% | 117 |
|
|
2025
Q1 | $418K | Sell |
13,616
-125
| -0.9% | -$3.84K | 0.1% | 105 |
|
|
2024
Q4 | $432K | Sell |
13,741
-290
| -2% | -$9.12K | 0.11% | 99 |
|
|
2024
Q3 | $466K | Buy |
14,031
+6,352
| +83% | +$211K | 0.12% | 90 |
|
|
2024
Q2 | $242K | Buy |
7,679
+1,115
| +17% | +$35.2K | 0.07% | 126 |
|
|
2024
Q1 | $212K | Hold |
6,564
| – | – | 0.06% | 135 |
|
|
2023
Q4 | $205K | Buy |
+6,564
| New | +$205K | 0.06% | 132 |
|
|
2023
Q3 | – | Sell |
-18,220
| Closed | -$564K | – | 136 |
|
|
2023
Q2 | $564K | Sell |
18,220
-46
| -0.3% | -$1.42K | 0.21% | 72 |
|
|
2023
Q1 | $570K | Buy |
+18,266
| New | +$570K | 0.22% | 63 |
|
|
2021
Q3 | – | Sell |
-5,547
| Closed | -$218K | – | 131 |
|
|
2021
Q2 | $218K | Sell |
5,547
-259
| -4% | -$10.2K | 0.15% | 108 |
|
|
2021
Q1 | $223K | Buy |
+5,806
| New | +$223K | 0.17% | 106 |
|