Winthrop Partners - WNY’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2.32M | Buy |
61,840
+7,417
| +14% | +$278K | 1.57% | 20 |
|
|
2019
Q2 | $2.01M | Buy |
54,423
+3,843
| +8% | +$142K | 1.5% | 20 |
|
|
2019
Q1 | $1.85M | Buy |
50,580
+38,811
| +330% | +$1.42M | 1.44% | 20 |
|
|
2018
Q4 | $403K | Sell |
11,769
-13,030
| -53% | -$446K | 0.38% | 66 |
|
|
2018
Q3 | $921K | Buy |
24,799
+1,304
| +6% | +$48.4K | 0.74% | 46 |
|
|
2018
Q2 | $886K | Buy |
23,495
+5,062
| +27% | +$191K | 0.74% | 44 |
|
|
2018
Q1 | $686K | Buy |
18,433
+135
| +0.7% | +$5.03K | 0.53% | 56 |
|
|
2017
Q4 | $687K | Buy |
+18,298
| New | +$687K | 0.56% | 59 |
|