Wells 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-397
| Closed | -$13.2K | – | 96 |
|
|
2024
Q3 | $13.2K | Buy |
+397
| New | +$13.2K | 0.02% | 72 |
|
|
2022
Q4 | – | Sell |
-2,880
| Closed | -$91K | – | 68 |
|
|
2022
Q3 | $91K | Hold |
2,880
| – | – | 0.09% | 46 |
|
|
2022
Q2 | $95K | Hold |
2,880
| – | – | 0.09% | 40 |
|
|
2022
Q1 | $105K | Hold |
2,880
| – | – | 0.09% | 41 |
|
|
2021
Q4 | $114K | Hold |
2,880
| – | – | 0.09% | 42 |
|
|
2021
Q3 | $112K | Hold |
2,880
| – | – | 0.09% | 41 |
|
|
2021
Q2 | $113K | Hold |
2,880
| – | – | 0.1% | 41 |
|
|
2021
Q1 | $111K | Hold |
2,880
| – | – | 0.1% | 42 |
|
|
2020
Q4 | $111K | Buy |
+2,880
| New | +$111K | 0.09% | 42 |
|