Carson Wealth (CWM LLC)’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.4M | Buy |
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|
2025
Q2 | $25.3M | Buy |
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|
2025
Q1 | $25.2M | Buy |
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|
2024
Q4 | $25.4M | Sell |
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|
2024
Q3 | $27.1M | Sell |
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|
2024
Q2 | $26.2M | Sell |
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|
2024
Q1 | $28.4M | Sell |
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|
2023
Q4 | $27.5M | Sell |
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|
2023
Q3 | $28.2M | Buy |
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|
2023
Q2 | $28M | Buy |
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|
2023
Q1 | $27M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $25.3M | Sell |
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|
2022
Q2 | $46.3M | Buy |
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|
2022
Q1 | $43.2M | Buy |
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|
2021
Q4 | $37.4M | Buy |
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|
2021
Q2 | $27.6M | Hold |
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|
2021
Q1 | $27.6M | Hold |
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|
2020
Q4 | $27.6M | Hold |
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|
2020
Q3 | $27.6M | Hold |
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|
2020
Q2 | $27.6M | Hold |
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|
2020
Q1 | $27.6M | Hold |
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|
2019
Q4 | $27.6M | Hold |
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|
2019
Q3 | $27.6M | Hold |
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|
2019
Q2 | $27.6M | Hold |
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|
2019
Q1 | $27.6M | Buy |
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|
2018
Q4 | $7K | Buy |
|