Balboa Wealth Partners’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
2023
Q4
Sell
-27,662
Closed -$520K 309
2023
Q3
$520K Buy
+27,662
New +$520K 0.2% 96
2023
Q2
Sell
-13,267
Closed -$263K 328
2023
Q1
$263K Buy
+13,267
New +$263K 0.1% 180