WealthShield 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
Q2 | $235K | Sell |
7,661
-2,942
| -28% | -$90.3K | 0.03% | 301 |
|
|
2025
Q1 | $326K | Buy |
10,603
+3,088
| +41% | +$94.9K | 0.04% | 260 |
|
|
2024
Q4 | $236K | Sell |
7,515
-37
| -0.5% | -$1.16K | 0.03% | 264 |
|
|
2024
Q3 | $251K | Sell |
7,552
-81
| -1% | -$2.69K | 0.03% | 264 |
|
|
2024
Q2 | $241K | Buy |
7,633
+740
| +11% | +$23.3K | 0.04% | 258 |
|
|
2024
Q1 | $222K | Buy |
6,893
+4,372
| +173% | +$141K | 0.04% | 261 |
|
|
2023
Q4 | $78.6K | Sell |
2,521
-2,270
| -47% | -$70.8K | 0.01% | 338 |
|
|
2023
Q3 | $144K | Sell |
4,791
-37
| -0.8% | -$1.12K | 0.02% | 312 |
|
|
2023
Q2 | $149K | Buy |
4,828
+821
| +20% | +$25.4K | 0.02% | 306 |
|
|
2023
Q1 | $125K | Buy |
+4,007
| New | +$125K | 0.02% | 314 |
|
|
2022
Q1 | – | Sell |
-5,471
| Closed | -$216K | – | 363 |
|
|
2021
Q4 | $216K | Buy |
5,471
+149
| +3% | +$5.88K | 0.04% | 265 |
|
|
2021
Q3 | $207K | Sell |
5,322
-4,344
| -45% | -$169K | 0.06% | 226 |
|
|
2021
Q2 | $380K | Buy |
9,666
+2,766
| +40% | +$109K | 0.06% | 182 |
|
|
2021
Q1 | $265K | Sell |
6,900
-7,189
| -51% | -$276K | 0.05% | 223 |
|
|
2020
Q4 | $543K | Sell |
14,089
-15,806
| -53% | -$609K | 0.1% | 160 |
|
|
2020
Q3 | $1.09M | Buy |
29,895
+11,319
| +61% | +$413K | 0.38% | 67 |
|
|
2020
Q2 | $643K | Sell |
18,576
-1,142
| -6% | -$39.5K | 0.3% | 79 |
|
|
2020
Q1 | $628K | Buy |
19,718
+615
| +3% | +$19.6K | 0.38% | 62 |
|
|
2019
Q4 | $718K | Buy |
19,103
+998
| +6% | +$37.5K | 0.35% | 59 |
|
|
2019
Q3 | $679K | Buy |
18,105
+950
| +6% | +$35.6K | 0.36% | 59 |
|
|
2019
Q2 | $632K | Buy |
17,155
+13,403
| +357% | +$494K | 0.37% | 55 |
|
|
2019
Q1 | $137K | Buy |
3,752
+1,501
| +67% | +$54.8K | 0.08% | 161 |
|
|
2018
Q4 | $77K | Sell |
2,251
-972
| -30% | -$33.2K | 0.05% | 151 |
|
|
2018
Q3 | $120K | Hold |
3,223
| – | – | 0.07% | 142 |
|
|
2018
Q2 | $122K | Sell |
3,223
-115
| -3% | -$4.35K | 0.07% | 132 |
|
|
2018
Q1 | $125K | Buy |
3,338
+350
| +12% | +$13.1K | 0.08% | 129 |
|
|
2017
Q4 | $113K | Buy |
+2,988
| New | +$113K | 0.07% | 136 |
|