Number of Shares
84,618.00
Current Holdings Value*
$2.60 Mil
% of Portfolio
0.5%
Total Estimate Gain
$111,225.17
% of Total Estimate Gain
2.00%

D L CARLSON INVESTMENT GROUP INC's iShares U.S. Preferred Stock Holding Summary

As of 2025-03-31, D L CARLSON INVESTMENT GROUP INC held 84,618.00 shares of iShares U.S. Preferred Stock(PFF), totaling $2.60 Mil. This investment constitutes 0.5% of their stock portfolio, and D L CARLSON INVESTMENT GROUP INC now holds 0.02% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2015Q4. And since then D L CARLSON INVESTMENT GROUP INC has made 5 purchases of PFF, at an average price of $30.78, for a total of 181,120.00 shares. In addition, there have been 2 sales at an average price of $31.55 for 96,502.00 shares. Based on historical transaction data and PFF's current price of $31.21, D L CARLSON INVESTMENT GROUP INC's estimated gain on his PFF holdings is $111,225.17, reflecting a 2.00% gain to date.

D L CARLSON INVESTMENT GROUP INC PFF ($31.21) Holding Chart

D L CARLSON INVESTMENT GROUP INC PFF ($31.21) 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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