Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Buy |
37,601
+2,440
| +7% | +$45.9K | ﹤0.01% | 1371 |
|
|
2025
Q1 | $669K | Buy |
35,161
+1,825
| +5% | +$34.7K | ﹤0.01% | 1328 |
|
|
2024
Q4 | $650K | Buy |
33,336
+123
| +0.4% | +$2.4K | ﹤0.01% | 1286 |
|
|
2024
Q3 | $690K | Sell |
33,213
-5,955
| -15% | -$124K | ﹤0.01% | 1218 |
|
|
2024
Q2 | $771K | Sell |
39,168
-6,497
| -14% | -$128K | 0.01% | 1123 |
|
|
2024
Q1 | $921K | Sell |
45,665
-8,388
| -16% | -$169K | 0.01% | 786 |
|
|
2023
Q4 | $1.05M | Buy |
54,053
+3,589
| +7% | +$69.6K | 0.01% | 691 |
|
|
2023
Q3 | $949K | Buy |
50,464
+13,993
| +38% | +$263K | 0.01% | 715 |
|
|
2023
Q2 | $707K | Buy |
36,471
+5,451
| +18% | +$106K | 0.01% | 806 |
|
|
2023
Q1 | $616K | Buy |
31,020
+5,896
| +23% | +$117K | 0.01% | 824 |
|
|
2022
Q4 | $487K | Buy |
25,124
+4,023
| +19% | +$77.9K | 0.01% | 880 |
|
|
2022
Q3 | $433K | Sell |
21,101
-1,063
| -5% | -$21.8K | 0.01% | 838 |
|
|
2022
Q2 | $470K | Buy |
22,164
+5,541
| +33% | +$118K | 0.01% | 811 |
|
|
2022
Q1 | $391K | Buy |
16,623
+4,289
| +35% | +$101K | 0.01% | 887 |
|
|
2021
Q4 | $318K | Buy |
+12,334
| New | +$318K | ﹤0.01% | 949 |
|