Wealthspire Advisors (New York)’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 | $725K | Buy |
23,626
+592
| +3% | +$18.2K | ﹤0.01% | 449 |
|
|
2025
Q1 | $708K | Sell |
23,034
-13,426
| -37% | -$413K | ﹤0.01% | 450 |
|
|
2024
Q4 | $1.15M | Sell |
36,460
-716
| -2% | -$22.5K | 0.01% | 346 |
|
|
2024
Q3 | $1.24M | Sell |
37,176
-1,508
| -4% | -$50.1K | 0.01% | 330 |
|
|
2024
Q2 | $1.22M | Sell |
38,684
-5,669
| -13% | -$179K | 0.02% | 283 |
|
|
2024
Q1 | $1.43M | Sell |
44,353
-11,205
| -20% | -$361K | 0.02% | 251 |
|
|
2023
Q4 | $1.73M | Sell |
55,558
-1,009
| -2% | -$31.5K | 0.02% | 218 |
|
|
2023
Q3 | $1.71M | Buy |
56,567
+40,097
| +243% | +$1.21M | 0.03% | 190 |
|
|
2023
Q2 | $509K | Hold |
16,470
| – | – | 0.01% | 361 |
|
|
2023
Q1 | $514K | Hold |
16,470
| – | – | 0.01% | 353 |
|
|
2022
Q4 | $503K | Hold |
16,470
| – | – | 0.01% | 365 |
|
|
2022
Q3 | $522K | Sell |
16,470
-6,580
| -29% | -$209K | 0.01% | 327 |
|
|
2022
Q2 | $758K | Buy |
+23,050
| New | +$758K | 0.02% | 249 |
|
|
2021
Q4 | – | Sell |
-18,050
| Closed | -$701K | – | 602 |
|
|
2021
Q3 | $701K | Buy |
+18,050
| New | +$701K | 0.01% | 298 |
|
|
2020
Q2 | – | Sell |
-14,321
| Closed | -$456K | – | 456 |
|
|
2020
Q1 | $456K | Buy |
+14,321
| New | +$456K | 0.02% | 306 |
|