Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.57M | Buy |
151,604
+18,359
| +14% | +$554K | 0.84% | 32 |
|
|
2023
Q2 | $4.12M | Buy |
133,245
+20,602
| +18% | +$637K | 0.74% | 36 |
|
|
2023
Q1 | $3.5M | Buy |
112,643
+20,825
| +23% | +$647K | 0.68% | 36 |
|
|
2022
Q4 | $2.93M | Buy |
91,818
+21,825
| +31% | +$697K | 0.61% | 40 |
|
|
2022
Q3 | $2.19M | Buy |
69,993
+13,821
| +25% | +$433K | 0.55% | 37 |
|
|
2022
Q2 | $1.84M | Buy |
56,172
+4,392
| +8% | +$144K | 0.47% | 37 |
|
|
2022
Q1 | $1.83M | Buy |
51,780
+4,181
| +9% | +$148K | 0.34% | 57 |
|
|
2021
Q4 | $1.85M | Buy |
47,599
+16,926
| +55% | +$659K | 0.34% | 61 |
|
|
2021
Q3 | $1.19M | Buy |
30,673
+7,727
| +34% | +$299K | 0.25% | 88 |
|
|
2021
Q2 | $903K | Buy |
22,946
+7,973
| +53% | +$314K | 0.2% | 103 |
|
|
2021
Q1 | $575K | Buy |
14,973
+2,750
| +22% | +$106K | 0.14% | 134 |
|
|
2020
Q4 | $471K | Buy |
12,223
+2,080
| +21% | +$80.2K | 0.12% | 140 |
|
|
2020
Q3 | $373K | Buy |
+10,143
| New | +$373K | 0.11% | 145 |
|