Wealth Management Associates’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
Q1 | – | Sell |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $309K | Sell |
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|
2022
Q2 | $321K | Buy |
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|
2022
Q1 | $355K | Sell |
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|
2021
Q4 | $404K | Sell |
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|
2021
Q3 | $398K | Sell |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $389K | Sell |
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|
2020
Q3 | $381K | Hold |
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|
2020
Q2 | $362K | Sell |
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|
2020
Q1 | $343K | Sell |
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|
2019
Q4 | $430K | Buy |
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|
2019
Q3 | $429K | Buy |
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|
2019
Q2 | $419K | Sell |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | $396K | Buy |
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