Number of Shares
344,828.00
Current Holdings Value*
$10.98 Mil
% of Portfolio
2.79%
Total Estimate Gain
$-2.00 Mil
% of Total Estimate Gain
-15.37%

Willingdon Wealth Management's iShares U.S. Preferred Stock Holding Summary

As of 2020-03-31, Willingdon Wealth Management held 344,828.00 shares of iShares U.S. Preferred Stock(PFF), totaling $10.98 Mil. This investment constitutes 2.79% of their stock portfolio, and Willingdon Wealth Management now holds 0.07% of the outstanding iShares U.S. Preferred Stock(PFF) stock.

The initial trade took place in 2018Q2. And since then Willingdon Wealth Management has made 6 purchases of PFF, at an average price of $36.89, for a total of 352,389.00 shares. In addition, there have been 2 sales at an average price of $36.09 for 7,561.00 shares. Based on historical transaction data and PFF's current price of $31.11, Willingdon Wealth Management's estimated gain on his PFF holdings is $-2.00 Mil, reflecting a -15.37% gain to date.

Willingdon Wealth Management PFF ($31.11) Holding Chart

Willingdon Wealth Management PFF ($31.11) 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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