YorkBridge Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-70
| Closed | -$3K | – | 760 |
|
2018
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 691 |
|
2018
Q2 | $3K | Hold |
70
| – | – | ﹤0.01% | 746 |
|
2018
Q1 | $3K | Sell |
70
-125
| -64% | -$5.36K | ﹤0.01% | 738 |
|
2017
Q4 | $7K | Buy |
195
+11
| +6% | +$395 | ﹤0.01% | 670 |
|
2017
Q3 | $7K | Buy |
184
+24
| +15% | +$913 | ﹤0.01% | 677 |
|
2017
Q2 | $6K | Hold |
160
| – | – | ﹤0.01% | 690 |
|
2017
Q1 | $6K | Sell |
160
-73
| -31% | -$2.74K | ﹤0.01% | 673 |
|
2016
Q4 | $9K | Buy |
+233
| New | +$9K | 0.01% | 613 |
|