Caldwell Trust’s Global X US Preferred ETF PFFD Stock Holding History

Caldwell Trust’s Portfolio PFFD Stock Details PFFD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.68K	Hold
2025 Q2	$9.38K	Hold
2025 Q1	$9.48K	Hold
2024 Q4	$9.72K	Buy
2024 Q3	$6.05K	Sell
2024 Q2	$9.84K	Hold
2024 Q1	$10.1K	Hold
2023 Q4	$9.7K	Buy
2023 Q2	–	Sell
2023 Q1	$86.7K	Buy