WIA
Wetzel Investment Advisors’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-42,691
| Closed | -$1.31M | – | 132 |
|
|
2025
Q1 | $1.31M | Sell |
42,691
-5,186
| -11% | -$159K | 0.66% | 31 |
|
|
2024
Q4 | $1.51M | Sell |
47,877
-8,144
| -15% | -$256K | 0.75% | 30 |
|
|
2024
Q3 | $1.86M | Sell |
56,021
-3,278
| -6% | -$109K | 0.94% | 27 |
|
|
2024
Q2 | $1.91M | Buy |
59,299
+214
| +0.4% | +$6.9K | 1.09% | 24 |
|
|
2024
Q1 | $1.82M | Buy |
59,085
+706
| +1% | +$21.7K | 1.07% | 23 |
|
|
2023
Q4 | $1.82M | Buy |
+58,379
| New | +$1.82M | 1.12% | 24 |
|