Arkadios Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,573
| Closed | -$294K | – | 889 |
|
|
2024
Q1 | $294K | Hold |
14,573
| – | – | 0.02% | 547 |
|
|
2023
Q4 | $283K | Sell |
14,573
-9
| -0.1% | -$175 | 0.02% | 546 |
|
|
2023
Q3 | $274K | Buy |
14,582
+75
| +0.5% | +$1.41K | 0.03% | 519 |
|
|
2023
Q2 | $281K | Sell |
14,507
-58
| -0.4% | -$1.13K | 0.03% | 462 |
|
|
2023
Q1 | $289K | Hold |
14,565
| – | – | 0.03% | 445 |
|
|
2022
Q4 | $282K | Sell |
14,565
-142
| -1% | -$2.75K | 0.04% | 425 |
|
|
2022
Q3 | $302K | Sell |
14,707
-801
| -5% | -$16.4K | 0.05% | 373 |
|
|
2022
Q2 | $329K | Buy |
15,508
+464
| +3% | +$9.84K | 0.05% | 373 |
|
|
2022
Q1 | $354K | Sell |
15,044
-758
| -5% | -$17.8K | 0.05% | 388 |
|
|
2021
Q4 | $407K | Buy |
15,802
+751
| +5% | +$19.3K | 0.05% | 371 |
|
|
2021
Q3 | $387K | Buy |
15,051
+500
| +3% | +$12.9K | 0.06% | 348 |
|
|
2021
Q2 | $380K | Buy |
+14,551
| New | +$380K | 0.05% | 392 |
|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$38K | – | 1725 |
|
|
2020
Q4 | $38K | Buy |
+1,500
| New | +$38K | 0.01% | 609 |
|