WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,722
| Closed | -$390K | – | 274 |
|
|
2024
Q3 | $390K | Sell |
11,722
-454
| -4% | -$15.1K | 0.04% | 173 |
|
|
2024
Q2 | $384K | Buy |
12,176
+182
| +2% | +$5.74K | 0.06% | 132 |
|
|
2024
Q1 | $387K | Buy |
11,994
+129
| +1% | +$4.16K | 0.06% | 134 |
|
|
2023
Q4 | $370K | Buy |
11,865
+141
| +1% | +$4.4K | 0.06% | 140 |
|
|
2023
Q3 | $353K | Buy |
11,724
+4,363
| +59% | +$132K | 0.06% | 135 |
|
|
2023
Q2 | $228K | Buy |
7,361
+33
| +0.5% | +$1.02K | 0.07% | 124 |
|
|
2023
Q1 | $229K | Sell |
7,328
-15,417
| -68% | -$481K | 0.04% | 151 |
|
|
2022
Q4 | $754K | Buy |
22,745
+6,856
| +43% | +$227K | 0.05% | 204 |
|
|
2022
Q3 | $504K | Buy |
+15,889
| New | +$504K | 0.04% | 243 |
|
|
2022
Q1 | $576K | Buy |
+16,952
| New | +$576K | 0.04% | 232 |
|