BFS
Bard Financial Services’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-435,075
| Closed | -$8.44M | – | 280 |
|
|
2023
Q2 | $8.44M | Sell |
435,075
-6,250
| -1% | -$121K | 0.64% | 39 |
|
|
2023
Q1 | $8.76M | Buy |
441,325
+213,125
| +93% | +$4.23M | 0.7% | 36 |
|
|
2022
Q4 | $4.42M | Buy |
228,200
+22,000
| +11% | +$426K | 0.38% | 67 |
|
|
2022
Q3 | $4.23M | Buy |
206,200
+22,250
| +12% | +$456K | 0.4% | 61 |
|
|
2022
Q2 | $3.9M | Sell |
183,950
-4,800
| -3% | -$102K | 0.36% | 69 |
|
|
2022
Q1 | $4.44M | Sell |
188,750
-580,782
| -75% | -$13.6M | 0.36% | 70 |
|
|
2021
Q4 | $19.8M | Buy |
769,532
+45,792
| +6% | +$1.18M | 1.6% | 14 |
|
|
2021
Q3 | $18.6M | Buy |
723,740
+62,793
| +10% | +$1.62M | 1.65% | 14 |
|
|
2021
Q2 | $17.3M | Buy |
660,947
+35,560
| +6% | +$931K | 1.54% | 15 |
|
|
2021
Q1 | $16M | Buy |
625,387
+19,478
| +3% | +$497K | 1.55% | 14 |
|
|
2020
Q4 | $15.6M | Buy |
+605,909
| New | +$15.6M | 1.57% | 13 |
|