AWM
Activest 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 | $560K | Buy |
29,757
+114
| +0.4% | +$2.15K | 0.14% | 64 |
|
|
2025
Q1 | $564K | Sell |
29,643
-147
| -0.5% | -$2.8K | 0.15% | 61 |
|
|
2024
Q4 | $581K | Buy |
29,790
+358
| +1% | +$6.99K | 0.16% | 59 |
|
|
2024
Q3 | $612K | Buy |
29,432
+106
| +0.4% | +$2.2K | 0.19% | 52 |
|
|
2024
Q2 | $577K | Sell |
29,326
-1,287
| -4% | -$25.3K | 0.19% | 52 |
|
|
2024
Q1 | $617K | Sell |
30,613
-56,005
| -65% | -$1.13M | 0.3% | 30 |
|
|
2023
Q4 | $1.68M | Buy |
86,618
+82,002
| +1,776% | +$1.59M | 0.93% | 16 |
|
|
2023
Q3 | $86.8K | Buy |
+4,616
| New | +$86.8K | 0.05% | 66 |
|
|
2023
Q2 | – | Sell |
-33,156
| Closed | -$657K | – | 383 |
|
|
2023
Q1 | $657K | Sell |
33,156
-15,761
| -32% | -$312K | 0.42% | 26 |
|
|
2022
Q4 | $948K | Buy |
48,917
+17,304
| +55% | +$335K | 0.28% | 34 |
|
|
2022
Q3 | $648K | Sell |
31,613
-2,033
| -6% | -$41.7K | 0.21% | 35 |
|
|
2022
Q2 | $714K | Sell |
33,646
-112
| -0.3% | -$2.38K | 0.5% | 19 |
|
|
2022
Q1 | $793K | Sell |
33,758
-60,011
| -64% | -$1.41M | 0.51% | 20 |
|
|
2021
Q4 | $2.42M | Buy |
93,769
+59,071
| +170% | +$1.52M | 1.49% | 11 |
|
|
2021
Q3 | $894K | Buy |
34,698
+5,011
| +17% | +$129K | 0.6% | 22 |
|
|
2021
Q2 | $777K | Buy |
29,687
+7,210
| +32% | +$189K | 0.58% | 20 |
|
|
2021
Q1 | $573K | Buy |
+22,477
| New | +$573K | 0.47% | 23 |
|