Carson Wealth (CWM LLC)’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Hold |
4,904
| – | – | ﹤0.01% | 2609 |
|
|
2025
Q1 | $116K | Hold |
4,904
| – | – | ﹤0.01% | 2304 |
|
|
2024
Q4 | $116K | Hold |
4,904
| – | – | ﹤0.01% | 2192 |
|
|
2024
Q3 | $118K | Hold |
4,904
| – | – | ﹤0.01% | 2099 |
|
|
2024
Q2 | $116K | Sell |
4,904
-2,574
| -34% | -$60.9K | ﹤0.01% | 1874 |
|
|
2024
Q1 | $177K | Hold |
7,478
| – | – | ﹤0.01% | 1569 |
|
|
2023
Q4 | $173K | Buy |
+7,478
| New | +$173K | ﹤0.01% | 1477 |
|