Wilson & Boucher Capital 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 | $267K | Sell |
8,700
-2,100
| -19% | -$64.4K | 0.19% | 97 |
|
|
2025
Q1 | $332K | Buy |
10,800
+800
| +8% | +$24.6K | 0.25% | 90 |
|
|
2024
Q4 | $314K | Hold |
10,000
| – | – | 0.22% | 91 |
|
|
2024
Q3 | $332K | Sell |
10,000
-300
| -3% | -$9.97K | 0.23% | 90 |
|
|
2024
Q2 | $325K | Sell |
10,300
-300
| -3% | -$9.47K | 0.25% | 88 |
|
|
2024
Q1 | $342K | Hold |
10,600
| – | – | 0.27% | 86 |
|
|
2023
Q4 | $331K | Sell |
10,600
-300
| -3% | -$9.36K | 0.28% | 84 |
|
|
2023
Q3 | $329K | Hold |
10,900
| – | – | 0.31% | 79 |
|
|
2023
Q2 | $337K | Sell |
10,900
-1,200
| -10% | -$37.1K | 0.3% | 77 |
|
|
2023
Q1 | $378K | Sell |
12,100
-400
| -3% | -$12.5K | 0.36% | 74 |
|
|
2022
Q4 | $382K | Sell |
12,500
-600
| -5% | -$18.3K | 0.39% | 68 |
|
|
2022
Q3 | $415K | Hold |
13,100
| – | – | 0.48% | 62 |
|
|
2022
Q2 | $431K | Sell |
13,100
-400
| -3% | -$13.2K | 0.47% | 63 |
|
|
2022
Q1 | $492K | Hold |
13,500
| – | – | 0.45% | 67 |
|
|
2021
Q4 | $532K | Buy |
+13,500
| New | +$532K | 0.48% | 62 |
|