AWA
Acorn Wealth Advisors’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
12,691
-152
| -1% | -$3.47K | 0.11% | 187 |
|
|
2025
Q1 | $304K | Buy |
12,843
+57
| +0.4% | +$1.35K | 0.13% | 166 |
|
|
2024
Q4 | $301K | Buy |
12,786
+436
| +4% | +$10.3K | 0.12% | 167 |
|
|
2024
Q3 | $297K | Buy |
12,350
+1,752
| +17% | +$42.1K | 0.13% | 171 |
|
|
2024
Q2 | $251K | Buy |
10,598
+166
| +2% | +$3.93K | 0.12% | 171 |
|
|
2024
Q1 | $247K | Sell |
10,432
-326
| -3% | -$7.72K | 0.13% | 167 |
|
|
2023
Q4 | $249K | Sell |
10,758
-12
| -0.1% | -$278 | 0.15% | 156 |
|
|
2023
Q3 | $247K | Buy |
10,770
+305
| +3% | +$7K | 0.16% | 145 |
|
|
2023
Q2 | $234K | Buy |
10,465
+1,423
| +16% | +$31.8K | 0.16% | 148 |
|
|
2023
Q1 | $207K | Buy |
+9,042
| New | +$207K | 0.15% | 158 |
|