WealthPLAN Partners’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
Q1 | – | Sell |
-6,542
| Closed | -$206K | – | 256 |
|
|
2024
Q4 | $206K | Sell |
6,542
-4,369
| -40% | -$137K | 0.03% | 235 |
|
|
2024
Q3 | $363K | Buy |
10,911
+190
| +2% | +$6.31K | 0.05% | 212 |
|
|
2024
Q2 | $338K | Hold |
10,721
| – | – | 0.04% | 239 |
|
|
2024
Q1 | $346K | Buy |
10,721
+618
| +6% | +$19.9K | 0.04% | 240 |
|
|
2023
Q4 | $315K | Sell |
10,103
-1,717
| -15% | -$53.6K | 0.03% | 262 |
|
|
2023
Q3 | $356K | Sell |
11,820
-2,435
| -17% | -$73.4K | 0.04% | 247 |
|
|
2023
Q2 | $441K | Hold |
14,255
| – | – | 0.06% | 202 |
|
|
2023
Q1 | $445K | Sell |
14,255
-8,490
| -37% | -$265K | 0.05% | 214 |
|
|
2022
Q4 | $754K | Buy |
+22,745
| New | +$754K | 0.05% | 203 |
|
|
2022
Q1 | $576K | Buy |
16,952
+1,603
| +10% | +$54.5K | 0.04% | 232 |
|
|
2021
Q4 | $578K | Hold |
15,349
| – | – | 0.04% | 237 |
|
|
2021
Q3 | $596K | Buy |
15,349
+1,146
| +8% | +$44.5K | 0.04% | 229 |
|
|
2021
Q2 | $556K | Buy |
14,203
+304
| +2% | +$11.9K | 0.04% | 225 |
|
|
2021
Q1 | $536K | Sell |
13,899
-1,137
| -8% | -$43.8K | 0.04% | 220 |
|
|
2020
Q4 | $572K | Buy |
15,036
+7,164
| +91% | +$273K | 0.05% | 198 |
|
|
2020
Q3 | $293K | Buy |
7,872
+1,217
| +18% | +$45.3K | 0.03% | 262 |
|
|
2020
Q2 | $242K | Buy |
+6,655
| New | +$242K | 0.03% | 270 |
|
|
2017
Q4 | – | Sell |
-7,480
| Closed | -$290K | – | 231 |
|
|
2017
Q3 | $290K | Buy |
7,480
+265
| +4% | +$10.3K | 0.08% | 149 |
|
|
2017
Q2 | $283K | Buy |
7,215
+5,692
| +374% | +$223K | 0.08% | 141 |
|
|
2017
Q1 | $58.8K | Buy |
+1,523
| New | +$58.8K | 0.2% | 95 |
|
|
2016
Q3 | $455K | Sell |
11,590
-9,714
| -46% | -$381K | 0.15% | 89 |
|
|
2016
Q2 | $412K | Buy |
+21,304
| New | +$412K | 0.05% | 235 |
|
|
2015
Q4 | $145K | Buy |
+5,443
| New | +$145K | 0.02% | 328 |
|
|
2015
Q2 | $33K | Buy |
840
+440
| +110% | +$17.3K | 0.01% | 219 |
|
|
2015
Q1 | $16K | Buy |
+400
| New | +$16K | 0.01% | 340 |
|