Westside Investment Management’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 | $75.4K | Sell |
2,458
-795
| -24% | -$24.4K | 0.01% | 386 |
|
|
2025
Q1 | $100K | Buy |
3,253
+795
| +32% | +$24.4K | 0.02% | 314 |
|
|
2024
Q4 | $77.3K | Hold |
2,458
| – | – | 0.02% | 341 |
|
|
2024
Q3 | $81.7K | Hold |
2,458
| – | – | 0.02% | 335 |
|
|
2024
Q2 | $77.6K | Sell |
2,458
-250
| -9% | -$7.89K | 0.02% | 332 |
|
|
2024
Q1 | $87.3K | Sell |
2,708
-1,021
| -27% | -$32.9K | 0.02% | 313 |
|
|
2023
Q4 | $116K | Sell |
3,729
-4,373
| -54% | -$136K | 0.03% | 262 |
|
|
2023
Q3 | $244K | Sell |
8,102
-5,799
| -42% | -$175K | 0.07% | 186 |
|
|
2023
Q2 | $431K | Sell |
13,901
-584
| -4% | -$18.1K | 0.12% | 147 |
|
|
2023
Q1 | $452K | Buy |
14,485
+1
| +0% | +$31 | 0.13% | 137 |
|
|
2022
Q4 | $154K | Buy |
14,484
+2
| +0% | +$21 | 0.38% | 68 |
|
|
2022
Q3 | $159K | Buy |
14,482
+4,351
| +43% | +$47.7K | 0.38% | 62 |
|
|
2022
Q2 | $333 | Buy |
10,131
+651
| +7% | +$21 | ﹤0.01% | 298 |
|
|
2022
Q1 | $345 | Buy |
9,480
+1,975
| +26% | +$72 | ﹤0.01% | 302 |
|
|
2021
Q4 | $295 | Buy |
7,505
+601
| +9% | +$24 | ﹤0.01% | 296 |
|
|
2021
Q3 | $267 | Buy |
6,904
+775
| +13% | +$30 | ﹤0.01% | 290 |
|
|
2021
Q2 | $241 | Buy |
6,129
+250
| +4% | +$10 | ﹤0.01% | 290 |
|
|
2021
Q1 | $225 | Buy |
5,879
+600
| +11% | +$23 | ﹤0.01% | 285 |
|
|
2020
Q4 | $203 | Buy |
5,279
+2,250
| +74% | +$87 | ﹤0.01% | 251 |
|
|
2020
Q3 | $110 | Buy |
3,029
+200
| +7% | +$7 | ﹤0.01% | 294 |
|
|
2020
Q2 | $97 | Sell |
2,829
-5,642
| -67% | -$193 | ﹤0.01% | 276 |
|
|
2020
Q1 | $269 | Buy |
+8,471
| New | +$269 | ﹤0.01% | 221 |
|
|
2019
Q2 | $443 | Buy |
+12,033
| New | +$443 | ﹤0.01% | 146 |
|
|
2018
Q4 | $358K | Buy |
+10,455
| New | +$358K | 0.13% | 111 |
|
|
2018
Q3 | – | Sell |
-7,224
| Closed | -$274K | – | 802 |
|
|
2018
Q2 | $274K | Sell |
7,224
-413
| -5% | -$15.7K | 0.1% | 133 |
|
|
2018
Q1 | $285K | Buy |
7,637
+807
| +12% | +$30.1K | 0.16% | 130 |
|
|
2017
Q4 | $260K | Buy |
6,830
+2,174
| +47% | +$82.7K | 0.14% | 138 |
|
|
2017
Q3 | $178K | Buy |
4,656
+161
| +4% | +$6.17K | 0.11% | 149 |
|
|
2017
Q2 | $176K | Buy |
4,495
+741
| +20% | +$28.9K | 0.11% | 145 |
|
|
2017
Q1 | $145K | Buy |
+3,754
| New | +$145K | 0.07% | 155 |
|