Wealthstar Advisors’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 | $224K | Sell |
7,298
-69
| -0.9% | -$2.12K | 0.08% | 131 |
|
|
2025
Q1 | $226K | Sell |
7,367
-1,397
| -16% | -$42.9K | 0.1% | 125 |
|
|
2024
Q4 | $276K | Buy |
+8,764
| New | +$276K | 0.12% | 117 |
|
|
2024
Q2 | – | Sell |
-24,019
| Closed | -$774K | – | 114 |
|
|
2024
Q1 | $774K | Buy |
24,019
+188
| +0.8% | +$6.06K | 0.27% | 54 |
|
|
2023
Q4 | $743K | Sell |
23,831
-3,521
| -13% | -$110K | 0.12% | 52 |
|
|
2023
Q3 | $825K | Sell |
27,352
-5,904
| -18% | -$178K | 0.32% | 35 |
|
|
2023
Q2 | $1.03M | Buy |
33,256
+41
| +0.1% | +$1.27K | 0.43% | 26 |
|
|
2023
Q1 | $1.04M | Sell |
33,215
-1,463
| -4% | -$45.7K | 0.39% | 28 |
|
|
2022
Q4 | $1.06M | Sell |
34,678
-546
| -2% | -$16.7K | 0.48% | 23 |
|
|
2022
Q3 | $1.11M | Sell |
35,224
-495
| -1% | -$15.7K | 0.53% | 23 |
|
|
2022
Q2 | $1.17M | Buy |
35,719
+526
| +1% | +$17.2K | 0.45% | 27 |
|
|
2022
Q1 | $1.28M | Sell |
35,193
-2,354
| -6% | -$85.6K | 0.47% | 27 |
|
|
2021
Q4 | $1.48M | Sell |
37,547
-343
| -0.9% | -$13.5K | 0.51% | 24 |
|
|
2021
Q3 | $1.47M | Sell |
37,890
-21,641
| -36% | -$841K | 0.44% | 30 |
|
|
2021
Q2 | $2.34M | Buy |
+59,531
| New | +$2.34M | 0.73% | 15 |
|
|
2020
Q1 | $1.4M | Buy |
44,138
+5,512
| +14% | +$175K | 0.99% | 11 |
|
|
2019
Q4 | $1.46M | Buy |
38,626
+1,975
| +5% | +$74.6K | 0.9% | 11 |
|
|
2019
Q3 | $1.38M | Sell |
36,651
-846
| -2% | -$31.9K | 0.77% | 12 |
|
|
2019
Q2 | $1.38M | Buy |
37,497
+1,311
| +4% | +$48.3K | 0.81% | 12 |
|
|
2019
Q1 | $1.32M | Buy |
36,186
+775
| +2% | +$28.3K | 0.81% | 13 |
|
|
2018
Q4 | $1.21M | Buy |
35,411
+3,446
| +11% | +$118K | 0.91% | 13 |
|
|
2018
Q3 | $1.19M | Buy |
31,965
+198
| +0.6% | +$7.38K | 0.7% | 14 |
|
|
2018
Q2 | $1.19M | Buy |
31,767
+4,709
| +17% | +$177K | 0.36% | 14 |
|
|
2018
Q1 | $1.02M | Buy |
+27,058
| New | +$1.02M | 0.3% | 15 |
|