WT 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-34,029
| Closed | -$1.31M | – | 127 |
|
2020
Q4 | $1.31M | Buy |
34,029
+27,336
| +408% | +$1.05M | 0.71% | 52 |
|
2020
Q3 | $243K | Buy |
+6,693
| New | +$243K | 0.16% | 99 |
|
2020
Q1 | – | Sell |
-10,065
| Closed | -$378K | – | 79 |
|
2019
Q4 | $378K | Buy |
10,065
+2,645
| +36% | +$99.3K | 0.29% | 63 |
|
2019
Q3 | $278K | Buy |
+7,420
| New | +$278K | 0.24% | 70 |
|