WCM
Whitener Capital Management’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 | $1.18M | Buy |
38,345
+7,849
| +26% | +$241K | 0.31% | 66 |
|
|
2025
Q1 | $937K | Buy |
30,496
+10,389
| +52% | +$319K | 0.27% | 74 |
|
|
2024
Q4 | $632K | Buy |
20,107
+2,780
| +16% | +$87.4K | 0.18% | 92 |
|
|
2024
Q3 | $576K | Buy |
17,327
+5,721
| +49% | +$190K | 0.16% | 94 |
|
|
2024
Q2 | $366K | Buy |
+11,606
| New | +$366K | 0.11% | 117 |
|
|
2019
Q4 | – | Sell |
-3,062
| Closed | -$114K | – | 342 |
|
|
2019
Q3 | $114K | Buy |
3,062
+368
| +14% | +$13.7K | 0.06% | 157 |
|
|
2019
Q2 | $99K | Sell |
2,694
-677
| -20% | -$24.9K | 0.06% | 167 |
|
|
2019
Q1 | $123K | Buy |
3,371
+161
| +5% | +$5.88K | 0.08% | 145 |
|
|
2018
Q4 | $109K | Sell |
3,210
-1,900
| -37% | -$64.5K | 0.08% | 145 |
|
|
2018
Q3 | $189K | Buy |
+5,110
| New | +$189K | 0.12% | 126 |
|
|
2018
Q1 | – | Sell |
-250
| Closed | -$9K | – | 487 |
|
|
2017
Q4 | $9K | Buy |
+250
| New | +$9K | 0.01% | 332 |
|