Carson Wealth (CWM LLC)’s Virtus InfraCap US Preferred Stock ETF PFFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57K | Sell |
2,723
-87
| -3% | -$1.82K | ﹤0.01% | 3171 |
|
|
2025
Q1 | $60K | Buy |
2,810
+29
| +1% | +$619 | ﹤0.01% | 2826 |
|
|
2024
Q4 | $61K | Sell |
2,781
-106
| -4% | -$2.33K | ﹤0.01% | 2647 |
|
|
2024
Q3 | $66K | Buy |
2,887
+258
| +10% | +$5.9K | ﹤0.01% | 2478 |
|
|
2024
Q2 | $55K | Buy |
2,629
+8
| +0.3% | +$167 | ﹤0.01% | 2412 |
|
|
2024
Q1 | $55K | Sell |
2,621
-68
| -3% | -$1.43K | ﹤0.01% | 2229 |
|
|
2023
Q4 | $56K | Sell |
2,689
-475
| -15% | -$9.89K | ﹤0.01% | 2103 |
|
|
2023
Q3 | $61K | Buy |
3,164
+118
| +4% | +$2.28K | ﹤0.01% | 1945 |
|
|
2023
Q2 | $60K | Buy |
3,046
+210
| +7% | +$4.14K | ﹤0.01% | 1856 |
|
|
2023
Q1 | $55K | Buy |
2,836
+1,036
| +58% | +$20.1K | ﹤0.01% | 1812 |
|
|
2022
Q4 | $33K | Buy |
1,800
+758
| +73% | +$13.9K | ﹤0.01% | 2023 |
|
|
2022
Q3 | $20K | Buy |
1,042
+10
| +1% | +$192 | ﹤0.01% | 2226 |
|
|
2022
Q2 | $22K | Buy |
1,032
+31
| +3% | +$661 | ﹤0.01% | 2054 |
|
|
2022
Q1 | $24K | Sell |
1,001
-103
| -9% | -$2.47K | ﹤0.01% | 1969 |
|
|
2021
Q4 | $28K | Buy |
+1,104
| New | +$28K | ﹤0.01% | 1807 |
|
|
2021
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2021
Q1 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q4 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2020
Q1 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2019
Q4 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2019
Q3 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2019
Q2 | $4K | Hold |
165
| – | – | ﹤0.01% | 2439 |
|
|
2019
Q1 | $4K | Buy |
+165
| New | +$4K | ﹤0.01% | 2439 |
|