B. Riley 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
Q4 | $210K | Buy |
+10,711
| New | +$210K | 0.01% | 1023 |
|
|
2022
Q4 | – | Sell |
-12,897
| Closed | -$265K | – | 1566 |
|
|
2022
Q3 | $265K | Sell |
12,897
-3,308
| -20% | -$68K | 0.01% | 1081 |
|
|
2022
Q2 | $344K | Buy |
16,205
+483
| +3% | +$10.3K | 0.01% | 810 |
|
|
2022
Q1 | $370K | Buy |
15,722
+5,490
| +54% | +$129K | 0.01% | 918 |
|
|
2021
Q4 | $264K | Buy |
+10,232
| New | +$264K | 0.01% | 1140 |
|