AWA
Acorn Wealth Advisors’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 | $577K | Sell |
30,627
-2,223
| -7% | -$41.9K | 0.21% | 102 |
|
|
2025
Q1 | $625K | Sell |
32,850
-95
| -0.3% | -$1.81K | 0.26% | 86 |
|
|
2024
Q4 | $643K | Buy |
32,945
+306
| +0.9% | +$5.97K | 0.27% | 81 |
|
|
2024
Q3 | $678K | Buy |
32,639
+3,609
| +12% | +$75K | 0.29% | 75 |
|
|
2024
Q2 | $571K | Sell |
29,030
-124
| -0.4% | -$2.44K | 0.28% | 76 |
|
|
2024
Q1 | $588K | Buy |
29,154
+2,388
| +9% | +$48.1K | 0.31% | 71 |
|
|
2023
Q4 | $519K | Sell |
26,766
-16
| -0.1% | -$310 | 0.31% | 74 |
|
|
2023
Q3 | $504K | Buy |
26,782
+183
| +0.7% | +$3.44K | 0.34% | 71 |
|
|
2023
Q2 | $516K | Buy |
26,599
+1,156
| +5% | +$22.4K | 0.35% | 72 |
|
|
2023
Q1 | $505K | Sell |
25,443
-62
| -0.2% | -$1.23K | 0.37% | 65 |
|
|
2022
Q4 | $494K | Hold |
25,505
| – | – | 0.38% | 61 |
|
|
2022
Q3 | $523K | Sell |
25,505
-848
| -3% | -$17.4K | 0.43% | 54 |
|
|
2022
Q2 | $559K | Buy |
26,353
+89
| +0.3% | +$1.89K | 0.44% | 53 |
|
|
2022
Q1 | $617K | Sell |
26,264
-50
| -0.2% | -$1.18K | 0.42% | 56 |
|
|
2021
Q4 | $678K | Buy |
26,314
+722
| +3% | +$18.6K | 0.43% | 52 |
|
|
2021
Q3 | $659K | Buy |
25,592
+318
| +1% | +$8.19K | 0.46% | 51 |
|
|
2021
Q2 | $661K | Buy |
25,274
+213
| +0.8% | +$5.57K | 0.46% | 53 |
|
|
2021
Q1 | $639K | Buy |
25,061
+3,260
| +15% | +$83.1K | 0.46% | 53 |
|
|
2020
Q4 | $562K | Buy |
+21,801
| New | +$562K | 0.44% | 54 |
|