BlackDiamond Wealth Management’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-12,669
| Closed | -$250K | – | 125 |
|
2022
Q4 | $250K | Buy |
12,669
+1,016
| +9% | +$20K | 0.28% | 90 |
|
2022
Q3 | $215K | Buy |
11,653
+678
| +6% | +$12.5K | 0.26% | 96 |
|
2022
Q2 | $238K | Buy |
10,975
+271
| +3% | +$5.88K | 0.3% | 95 |
|
2022
Q1 | $258K | Sell |
10,704
-2,763
| -21% | -$66.6K | 0.31% | 91 |
|
2021
Q4 | $338K | Buy |
+13,467
| New | +$338K | 0.39% | 84 |
|