Websterrogers Financial 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 | $223K | Sell |
7,282
-2,260
| -24% | -$69.3K | 0.07% | 81 |
|
|
2025
Q1 | $293K | Buy |
9,542
+27
| +0.3% | +$830 | 0.1% | 65 |
|
|
2024
Q4 | $299K | Hold |
9,515
| – | – | 0.1% | 63 |
|
|
2024
Q3 | $316K | Buy |
9,515
+26
| +0.3% | +$864 | 0.11% | 57 |
|
|
2024
Q2 | $299K | Buy |
9,489
+28
| +0.3% | +$883 | 0.11% | 56 |
|
|
2024
Q1 | $305K | Hold |
9,461
| – | – | 0.11% | 58 |
|
|
2023
Q4 | $295K | Buy |
+9,461
| New | +$295K | 0.12% | 59 |
|
|
2022
Q3 | – | Sell |
-6,964
| Closed | -$229K | – | 56 |
|
|
2022
Q2 | $229K | Sell |
6,964
-10,920
| -61% | -$359K | 0.11% | 54 |
|
|
2022
Q1 | $647K | Buy |
+17,884
| New | +$647K | 0.33% | 41 |
|