Accel Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Sell |
46,577
-14,265
| -23% | -$269K | 0.29% | 83 |
|
|
2025
Q1 | $1.16M | Buy |
60,842
+8,106
| +15% | +$154K | 0.42% | 64 |
|
|
2024
Q4 | $1.03M | Buy |
52,736
+4,205
| +9% | +$82K | 0.39% | 64 |
|
|
2024
Q3 | $1.01M | Buy |
48,531
+6,336
| +15% | +$132K | 0.38% | 68 |
|
|
2024
Q2 | $830K | Sell |
42,195
-6,928
| -14% | -$136K | 0.33% | 75 |
|
|
2024
Q1 | $990K | Sell |
49,123
-836
| -2% | -$16.9K | 0.42% | 62 |
|
|
2023
Q4 | $969K | Sell |
49,959
-24,770
| -33% | -$481K | 0.49% | 55 |
|
|
2023
Q3 | $1.41M | Sell |
74,729
-4,581
| -6% | -$86.2K | 0.78% | 38 |
|
|
2023
Q2 | $1.54M | Buy |
79,310
+7,574
| +11% | +$147K | 0.85% | 35 |
|
|
2023
Q1 | $1.42M | Buy |
71,736
+1,385
| +2% | +$27.5K | 0.58% | 48 |
|
|
2022
Q4 | $1.36M | Buy |
70,351
+2,718
| +4% | +$52.6K | 0.65% | 42 |
|
|
2022
Q3 | $1.41M | Buy |
67,633
+348
| +0.5% | +$7.23K | 0.75% | 35 |
|
|
2022
Q2 | $1.45M | Sell |
67,285
-1,941
| -3% | -$41.9K | 0.83% | 32 |
|
|
2022
Q1 | $1.62M | Buy |
69,226
+437
| +0.6% | +$10.2K | 0.84% | 33 |
|
|
2021
Q4 | $1.77M | Buy |
68,789
+24,183
| +54% | +$623K | 0.87% | 34 |
|
|
2021
Q3 | $1.15M | Buy |
44,606
+24,719
| +124% | +$637K | 0.74% | 40 |
|
|
2021
Q2 | $520K | Buy |
19,887
+14,399
| +262% | +$377K | 0.34% | 69 |
|
|
2021
Q1 | $140K | Buy |
5,488
+4,384
| +397% | +$112K | 0.11% | 173 |
|
|
2020
Q4 | $29K | Buy |
+1,104
| New | +$29K | 0.03% | 410 |
|