WealthBridge Capital Management’s iShares Preferred and Income Securities ETF PFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,953
| Closed | -$214K | – | 217 |
|
|
2025
Q1 | $214K | Sell |
6,953
-194
| -3% | -$5.96K | 0.06% | 193 |
|
|
2024
Q4 | $225K | Buy |
7,147
+10
| +0.1% | +$314 | 0.06% | 187 |
|
|
2024
Q3 | $237K | Buy |
7,137
+322
| +5% | +$10.7K | 0.07% | 186 |
|
|
2024
Q2 | $215K | Sell |
6,815
-153
| -2% | -$4.83K | 0.07% | 171 |
|
|
2024
Q1 | $225K | Buy |
6,968
+6
| +0.1% | +$193 | 0.08% | 171 |
|
|
2023
Q4 | $217K | Sell |
6,962
-340
| -5% | -$10.6K | 0.08% | 165 |
|
|
2023
Q3 | $220K | Sell |
7,302
-1,293
| -15% | -$39K | 0.09% | 157 |
|
|
2023
Q2 | $266K | Sell |
8,595
-447
| -5% | -$13.8K | 0.11% | 145 |
|
|
2023
Q1 | $282K | Sell |
9,042
-895
| -9% | -$27.9K | 0.11% | 149 |
|
|
2022
Q4 | $303K | Sell |
9,937
-2,053
| -17% | -$62.7K | 0.13% | 147 |
|
|
2022
Q3 | $394K | Hold |
11,990
| – | – | 0.17% | 117 |
|
|
2022
Q2 | $394K | Buy |
11,990
+1,504
| +14% | +$49.4K | 0.17% | 117 |
|
|
2022
Q1 | $382K | Sell |
10,486
-703
| -6% | -$25.6K | 0.14% | 120 |
|
|
2021
Q4 | $441K | Buy |
11,189
+792
| +8% | +$31.2K | 0.16% | 106 |
|
|
2021
Q3 | $403K | Sell |
10,397
-10,717
| -51% | -$415K | 0.15% | 109 |
|
|
2021
Q2 | $831K | Buy |
21,114
+464
| +2% | +$18.3K | 0.3% | 71 |
|
|
2021
Q1 | $793K | Buy |
20,650
+1,491
| +8% | +$57.3K | 0.32% | 66 |
|
|
2020
Q4 | $738K | Buy |
19,159
+2,487
| +15% | +$95.8K | 0.32% | 64 |
|
|
2020
Q3 | $608K | Hold |
16,672
| – | – | 0.31% | 65 |
|
|
2020
Q2 | $578K | Buy |
16,672
+1,230
| +8% | +$42.6K | 0.33% | 62 |
|
|
2020
Q1 | $492K | Buy |
15,442
+2,121
| +16% | +$67.6K | 0.34% | 65 |
|
|
2019
Q4 | $501K | Buy |
13,321
+3,957
| +42% | +$149K | 0.32% | 67 |
|
|
2019
Q3 | $351K | Buy |
9,364
+400
| +4% | +$15K | 0.25% | 80 |
|
|
2019
Q2 | $307K | Sell |
8,964
-300
| -3% | -$10.3K | 0.28% | 76 |
|
|
2019
Q1 | $337K | Buy |
9,264
+300
| +3% | +$10.9K | 0.21% | 79 |
|
|
2018
Q4 | $307K | Buy |
+8,964
| New | +$307K | 0.23% | 76 |
|