Caldwell Trust’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.38K | Hold |
498
|
|
||||
|
2025
Q1 | $9.48K | Hold |
498
|
|
||||
|
2024
Q4 | $9.72K | Buy |
498
+207
|
|
||||
|
2024
Q3 | $6.05K | Sell |
291
-209
|
|
||||
|
2024
Q2 | $9.84K | Hold |
500
|
|
||||
|
2024
Q1 | $10.1K | Hold |
500
|
|
||||
|
2023
Q4 | $9.7K | Buy |
+500
|
|
||||
|
2023
Q2 | – | Sell |
-4,365
|
|
||||
|
2023
Q1 | $86.7K | Buy |
+4,365
|
|