Westshore Wealth’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 | $415K | Sell |
13,532
-2,400
| -15% | -$73.6K | 0.16% | 52 |
|
|
2025
Q1 | $490K | Sell |
15,932
-771
| -5% | -$23.7K | 0.21% | 40 |
|
|
2024
Q4 | $525K | Sell |
16,703
-1,877
| -10% | -$59K | 0.21% | 34 |
|
|
2024
Q3 | $617K | Sell |
18,580
-4,206
| -18% | -$140K | 0.25% | 31 |
|
|
2024
Q2 | $719K | Sell |
22,786
-48,156
| -68% | -$1.52M | 0.3% | 27 |
|
|
2024
Q1 | $2.29M | Sell |
70,942
-4,859
| -6% | -$157K | 0.95% | 17 |
|
|
2023
Q4 | $2.36M | Sell |
75,801
-1,219
| -2% | -$38K | 1.09% | 16 |
|
|
2023
Q3 | $2.32M | Sell |
77,020
-52,805
| -41% | -$1.59M | 1.29% | 11 |
|
|
2023
Q2 | $4.02M | Sell |
129,825
-15,920
| -11% | -$492K | 2.05% | 10 |
|
|
2023
Q1 | $4.55M | Sell |
145,745
-70,876
| -33% | -$2.21M | 2.39% | 10 |
|
|
2022
Q4 | $6.61M | Buy |
216,621
+196,926
| +1,000% | +$6.01M | 3.77% | 5 |
|
|
2022
Q3 | $624K | Sell |
19,695
-4,698
| -19% | -$149K | 0.43% | 24 |
|
|
2022
Q2 | $802K | Buy |
+24,393
| New | +$802K | 0.52% | 21 |
|