Carson Wealth (CWM LLC)’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.3M | Buy |
1,345,912
+19,870
| +1% | +$374K | 0.09% | 197 |
|
|
2025
Q1 | $25.2M | Buy |
1,326,042
+25,961
| +2% | +$494K | 0.1% | 184 |
|
|
2024
Q4 | $25.4M | Sell |
1,300,081
-2,282
| -0.2% | -$44.5K | 0.11% | 170 |
|
|
2024
Q3 | $27.1M | Sell |
1,302,363
-27,715
| -2% | -$576K | 0.12% | 158 |
|
|
2024
Q2 | $26.2M | Sell |
1,330,078
-77,868
| -6% | -$1.53M | 0.12% | 155 |
|
|
2024
Q1 | $28.4M | Sell |
1,407,946
-8,457
| -0.6% | -$170K | 0.14% | 149 |
|
|
2023
Q4 | $27.5M | Sell |
1,416,403
-82,698
| -6% | -$1.6M | 0.15% | 138 |
|
|
2023
Q3 | $28.2M | Buy |
1,499,101
+55,123
| +4% | +$1.04M | 0.17% | 118 |
|
|
2023
Q2 | $28M | Buy |
1,443,978
+85,741
| +6% | +$1.66M | 0.17% | 116 |
|
|
2023
Q1 | $27M | Buy |
1,358,237
+117,227
| +9% | +$2.33M | 0.18% | 118 |
|
|
2022
Q4 | $24M | Buy |
1,241,010
+9,922
| +0.8% | +$192K | 0.18% | 123 |
|
|
2022
Q3 | $25.3M | Sell |
1,231,088
-953,143
| -44% | -$19.5M | 0.2% | 104 |
|
|
2022
Q2 | $46.3M | Buy |
2,184,231
+345,074
| +19% | +$7.32M | 0.36% | 57 |
|
|
2022
Q1 | $43.2M | Buy |
1,839,157
+388,256
| +27% | +$9.12M | 0.31% | 58 |
|
|
2021
Q4 | $37.4M | Buy |
+1,450,901
| New | +$37.4M | 0.26% | 67 |
|
|
2021
Q2 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2021
Q1 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2020
Q4 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2020
Q3 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2020
Q2 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2020
Q1 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2019
Q4 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2019
Q3 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2019
Q2 | $27.6M | Hold |
1,055,897
| – | – | 0.22% | 89 |
|
|
2019
Q1 | $27.6M | Buy |
1,055,897
+1,055,600
| +355,421% | +$27.6M | 0.22% | 89 |
|
|
2018
Q4 | $7K | Buy |
+297
| New | +$7K | ﹤0.01% | 1447 |
|