Avior Wealth Management’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
$245K Sell
13,011
-165
-1% -$3.11K 0.01% 618
2025
Q1
$251K Sell
13,176
-778
-6% -$14.8K 0.01% 596
2024
Q4
$272K Sell
13,954
-5
-0% -$98 0.01% 612
2024
Q3
$290K Buy
13,959
+1,666
+14% +$34.6K 0.01% 595
2024
Q2
$242K Buy
12,293
+5,375
+78% +$106K 0.01% 625
2024
Q1
$139K Buy
6,918
+4,673
+208% +$94.2K 0.01% 825
2023
Q4
$43.6K Sell
2,245
-6,763
-75% -$131K ﹤0.01% 755
2023
Q3
$169K Buy
9,008
+2,420
+37% +$45.5K 0.01% 555
2023
Q2
$128K Buy
6,588
+188
+3% +$3.65K 0.01% 597
2023
Q1
$127K Buy
+6,400
New +$127K 0.01% 596