Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,792
| Closed | -$443K | – | 530 |
|
|
2020
Q2 | $443K | Sell |
12,792
-529
| -4% | -$18.3K | 0.03% | 279 |
|
|
2020
Q1 | $424K | Buy |
+13,321
| New | +$424K | 0.04% | 255 |
|
|
2019
Q2 | – | Sell |
-224
| Closed | -$8K | – | 1603 |
|
|
2019
Q1 | $8K | Sell |
224
-1,909
| -89% | -$68.2K | ﹤0.01% | 1634 |
|
|
2018
Q4 | $73K | Sell |
2,133
-2,888
| -58% | -$98.8K | 0.01% | 712 |
|
|
2018
Q3 | $186K | Buy |
5,021
+8
| +0.2% | +$296 | 0.02% | 481 |
|
|
2018
Q2 | $189K | Sell |
5,013
-142
| -3% | -$5.35K | 0.02% | 483 |
|
|
2018
Q1 | $194K | Sell |
5,155
-2,245
| -30% | -$84.5K | 0.02% | 482 |
|
|
2017
Q4 | $282K | Sell |
7,400
-1,206
| -14% | -$46K | 0.03% | 384 |
|
|
2017
Q3 | $334K | Sell |
8,606
-192
| -2% | -$7.45K | 0.04% | 335 |
|
|
2017
Q2 | $345K | Buy |
8,798
+567
| +7% | +$22.2K | 0.04% | 315 |
|
|
2017
Q1 | $319K | Buy |
8,231
+1,900
| +30% | +$73.6K | 0.05% | 277 |
|
|
2016
Q4 | $236K | Sell |
6,331
-1,283
| -17% | -$47.8K | 0.04% | 325 |
|
|
2016
Q3 | $301K | Hold |
7,614
| – | – | 0.05% | 275 |
|
|
2016
Q2 | $304K | Buy |
7,614
+1
| +0% | +$40 | 0.05% | 249 |
|
|
2016
Q1 | $297K | Buy |
7,613
+986
| +15% | +$38.5K | 0.05% | 258 |
|
|
2015
Q4 | $257K | Buy |
+6,627
| New | +$257K | 0.05% | 290 |
|