AllSquare Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
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|
2025
Q1 | $3.97M | Sell |
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|
2024
Q4 | $4.21M | Sell |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $4.6M | Sell |
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|
2023
Q4 | $4.56M | Sell |
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|
2023
Q3 | $4.65M | Sell |
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|
2023
Q2 | $4.57M | Hold |
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|
2023
Q1 | $4.71M | Sell |
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|
2022
Q4 | $4.66M | Sell |
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|
2022
Q3 | $4.85M | Buy |
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|
2022
Q2 | $4.86M | Buy |
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|
2022
Q1 | $5.09M | Sell |
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|
2021
Q4 | $5.42M | Buy |
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|
2021
Q3 | $4.87M | Buy |
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|
2021
Q2 | $1.95M | Buy |
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