WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.67K | Hold |
85
| – | – | ﹤0.01% | 808 |
|
|
2024
Q3 | $2.83K | Hold |
85
| – | – | ﹤0.01% | 833 |
|
|
2024
Q2 | $2.68K | Hold |
85
| – | – | ﹤0.01% | 824 |
|
|
2024
Q1 | $2.74K | Buy |
+85
| New | +$2.74K | ﹤0.01% | 821 |
|
|
2023
Q4 | – | Sell |
-210
| Closed | -$6.33K | – | 660 |
|
|
2023
Q3 | $6.33K | Hold |
210
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $6.5K | Sell |
210
-978
| -82% | -$30.2K | ﹤0.01% | 643 |
|
|
2023
Q1 | $37.1K | Hold |
1,188
| – | – | 0.02% | 355 |
|
|
2022
Q4 | $36.3K | Sell |
1,188
-350
| -23% | -$10.7K | 0.02% | 187 |
|
|
2022
Q3 | $48.7K | Hold |
1,538
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $50.6K | Hold |
1,538
| – | – | 0.03% | 167 |
|
|
2022
Q1 | $56K | Buy |
+1,538
| New | +$56K | 0.03% | 166 |
|