Winthrop Advisory Group’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 | $239K | Sell |
7,795
-1,500
| -16% | -$46K | 0.02% | 155 |
|
|
2025
Q1 | $286K | Hold |
9,295
| – | – | 0.03% | 119 |
|
|
2024
Q4 | $292K | Hold |
9,295
| – | – | 0.04% | 119 |
|
|
2024
Q3 | $309K | Hold |
9,295
| – | – | 0.04% | 113 |
|
|
2024
Q2 | $293K | Hold |
9,295
| – | – | 0.04% | 113 |
|
|
2024
Q1 | $300K | Hold |
9,295
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $290K | Hold |
9,295
| – | – | 0.05% | 106 |
|
|
2023
Q3 | $280K | Hold |
9,295
| – | – | 0.05% | 96 |
|
|
2023
Q2 | $287K | Hold |
9,295
| – | – | 0.05% | 103 |
|
|
2023
Q1 | $290K | Hold |
9,295
| – | – | 0.05% | 100 |
|
|
2022
Q4 | $284K | Sell |
9,295
-14,255
| -61% | -$435K | 0.05% | 102 |
|
|
2022
Q3 | $280K | Buy |
23,550
+14,762
| +168% | +$176K | 0.06% | 87 |
|
|
2022
Q2 | $289K | Hold |
8,788
| – | – | 0.07% | 90 |
|
|
2022
Q1 | $320K | Hold |
8,788
| – | – | 0.07% | 99 |
|
|
2021
Q4 | $347K | Buy |
8,788
+280
| +3% | +$11.1K | 0.07% | 91 |
|
|
2021
Q3 | $330K | Buy |
8,508
+260
| +3% | +$10.1K | 0.07% | 90 |
|
|
2021
Q2 | $323K | Hold |
8,248
| – | – | 0.07% | 93 |
|
|
2021
Q1 | $315K | Hold |
8,248
| – | – | 0.08% | 94 |
|
|
2020
Q4 | $318K | Sell |
8,248
-8,248
| -50% | -$318K | 0.08% | 90 |
|
|
2020
Q3 | $598K | Buy |
16,496
+8,548
| +108% | +$310K | 0.18% | 48 |
|
|
2020
Q2 | $275K | Hold |
7,948
| – | – | 0.1% | 71 |
|
|
2020
Q1 | $252K | Hold |
7,948
| – | – | 0.1% | 71 |
|
|
2019
Q4 | $299K | Buy |
+7,948
| New | +$299K | 0.11% | 80 |
|