Alaethes Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-138,796
| Closed | -$2.69M | – | 110 |
|
|
2022
Q4 | $2.69M | Buy |
138,796
+16,054
| +13% | +$311K | 1.85% | 7 |
|
|
2022
Q3 | $2.52M | Sell |
122,742
-3,875
| -3% | -$79.5K | 1.85% | 8 |
|
|
2022
Q2 | $2.69M | Sell |
126,617
-38,216
| -23% | -$811K | 1.99% | 7 |
|
|
2022
Q1 | $3.87M | Buy |
164,833
+3,496
| +2% | +$82.2K | 2.46% | 6 |
|
|
2021
Q4 | $4.16M | Buy |
161,337
+17,268
| +12% | +$445K | 2.62% | 6 |
|
|
2021
Q3 | $3.71M | Buy |
144,069
+16,440
| +13% | +$423K | 2.7% | 5 |
|
|
2021
Q2 | $3.34M | Buy |
127,629
+11,751
| +10% | +$308K | 2.58% | 5 |
|
|
2021
Q1 | $2.96M | Buy |
+115,878
| New | +$2.96M | 2.74% | 5 |
|