Capstone Wealth Management Group LLC PFF Holdings History
Number of Shares
81,278.00
Current Holdings Value*
$2.49 Mil
% of Portfolio
1.81%
Total Estimate Gain
$-155,741.33
% of Total Estimate Gain
-4.73%
Capstone Wealth Management Group LLC's iShares U.S. Preferred Stock Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 81,278.00 shares of iShares U.S. Preferred Stock(PFF), totaling $2.49 Mil. This investment constitutes 1.81% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.02% of the outstanding iShares U.S. Preferred Stock(PFF) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $30.79 for 19,591.00 shares. Based on historical transaction data and PFF's current price of $31.17, Capstone Wealth Management Group LLC's estimated gain on his PFF holdings is $-155,741.33, reflecting a -4.73% gain to date.
Capstone Wealth Management Group LLC PFF ($31.17) Holding Chart
Capstone Wealth Management Group LLC PFF ($31.17) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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