Atria Wealth Solutions’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,955
| Closed | -$350K | – | 2012 |
|
|
2024
Q4 | $350K | Buy |
+17,955
| New | +$350K | ﹤0.01% | 1430 |
|
|
2024
Q1 | – | Sell |
-10,483
| Closed | -$204K | – | 2018 |
|
|
2023
Q4 | $204K | Sell |
10,483
-27,274
| -72% | -$532K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $710K | Sell |
37,757
-1,062
| -3% | -$20K | 0.01% | 965 |
|
|
2023
Q2 | $753K | Sell |
38,819
-18,129
| -32% | -$352K | 0.01% | 972 |
|
|
2023
Q1 | $1.13M | Buy |
56,948
+1,499
| +3% | +$29.8K | 0.02% | 745 |
|
|
2022
Q4 | $1.08M | Buy |
55,449
+2,194
| +4% | +$42.6K | 0.02% | 711 |
|
|
2022
Q3 | $1.09M | Buy |
53,255
+25,358
| +91% | +$520K | 0.02% | 687 |
|
|
2022
Q2 | $592K | Sell |
27,897
-10,562
| -27% | -$224K | 0.01% | 869 |
|
|
2022
Q1 | $904K | Buy |
+38,459
| New | +$904K | 0.02% | 780 |
|