Websterrogers Financial Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History

Websterrogers Financial Advisors’s Portfolio PFF Stock Details PFF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$248K	Buy
2025 Q2	$223K	Sell
2025 Q1	$293K	Buy
2024 Q4	$299K	Hold
2024 Q3	$316K	Buy
2024 Q2	$299K	Buy
2024 Q1	$305K	Hold
2023 Q4	$295K	Buy
2022 Q3	–	Sell
2022 Q2	$229K	Sell
2022 Q1	$647K	Buy