iShares S&P US Pref Stock Idx Fnd shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of iShares S&P US Pref Stock Idx Fnd (PFF) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in iShares S&P US Pref Stock Idx Fnd
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Quarterly reported holdings in iShares S&P US Pref Stock Idx Fnd by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $233k | 7.0k | 33.23 |
| 2024-06-30 | $220k | 7.0k | 31.55 |
| 2024-03-31 | $224k | 7.0k | 32.23 |
| 2023-12-31 | $254k | 8.1k | 31.19 |
| 2023-09-30 | $312k | 10k | 30.15 |
| 2023-06-30 | $332k | 11k | 30.93 |
| 2023-03-31 | $303k | 9.7k | 31.22 |
| 2022-12-31 | $296k | 9.7k | 30.53 |
| 2022-09-30 | $342k | 11k | 31.68 |
| 2022-06-30 | $401k | 12k | 32.85 |
| 2022-03-31 | $547k | 15k | 36.41 |
| 2021-12-31 | $553k | 14k | 39.46 |
| 2021-09-30 | $442k | 11k | 38.78 |
| 2021-06-30 | $387k | 9.8k | 39.30 |
| 2021-03-31 | $260k | 6.8k | 38.37 |
| 2020-12-31 | $234k | 6.1k | 38.58 |
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