Castle Rock Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $773K | Sell |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.07M | Sell |
|
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|
2022
Q1 | $1.19M | Sell |
|
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|
2021
Q4 | $3.79M | Buy |
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|
2021
Q3 | $3.84M | Buy |
|
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|
2021
Q2 | $3.7M | Buy |
|
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $654K | Buy |
|
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|
2020
Q3 | $587K | Buy |
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|
2020
Q2 | $571K | Buy |
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