1900 Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,000
| Closed | -$234K | – | 222 |
|
|
2024
Q4 | $234K | Buy |
12,000
+9
| +0.1% | +$176 | 0.02% | 206 |
|
|
2024
Q3 | $249K | Buy |
11,991
+10
| +0.1% | +$208 | 0.02% | 202 |
|
|
2024
Q2 | $236K | Buy |
11,981
+10
| +0.1% | +$197 | 0.02% | 206 |
|
|
2024
Q1 | $241K | Sell |
11,971
-1,277
| -10% | -$25.7K | 0.02% | 218 |
|
|
2023
Q4 | $257K | Sell |
13,248
-42,105
| -76% | -$817K | 0.02% | 257 |
|
|
2023
Q3 | $1.04M | Sell |
55,353
-1,531
| -3% | -$28.8K | 0.1% | 135 |
|
|
2023
Q2 | $1.1M | Buy |
56,884
+4,769
| +9% | +$92.5K | 0.11% | 112 |
|
|
2023
Q1 | $1.03M | Buy |
52,115
+23
| +0% | +$455 | 0.11% | 117 |
|
|
2022
Q4 | $1.01M | Sell |
52,092
-7,696
| -13% | -$149K | 0.11% | 118 |
|
|
2022
Q3 | $1.23M | Buy |
59,788
+5,196
| +10% | +$107K | 0.14% | 102 |
|
|
2022
Q2 | $1.16M | Buy |
54,592
+15,844
| +41% | +$336K | 0.13% | 105 |
|
|
2022
Q1 | $910K | Buy |
38,748
+2,914
| +8% | +$68.4K | 0.09% | 127 |
|
|
2021
Q4 | $923K | Buy |
35,834
+26,083
| +267% | +$672K | 0.08% | 135 |
|
|
2021
Q3 | $251K | Hold |
9,751
| – | – | 0.02% | 196 |
|
|
2021
Q2 | $255K | Buy |
+9,751
| New | +$255K | 0.02% | 194 |
|