Charles Schwab Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $48.3M | Buy |
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|
2023
Q3 | $46.4M | Buy |
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|
2023
Q2 | $46.3M | Buy |
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|
2023
Q1 | $44.4M | Buy |
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|
2022
Q4 | $40.6M | Sell |
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|
2022
Q3 | $43.4M | Buy |
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|
2022
Q2 | $44.2M | Buy |
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|
2022
Q1 | $47.8M | Buy |
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|
2021
Q4 | $48.6M | Buy |
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|
2021
Q3 | $47.2M | Buy |
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|
2021
Q2 | $45.3M | Buy |
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|
2021
Q1 | $41.1M | Buy |
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|
2020
Q4 | $38.8M | Buy |
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|
2020
Q3 | $37M | Sell |
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|
2020
Q2 | $36.5M | Sell |
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|
2020
Q1 | $150M | Sell |
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|
2019
Q4 | $187M | Sell |
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|
2019
Q3 | $198M | Buy |
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|
2019
Q2 | $120M | Buy |
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|
2019
Q1 | $100M | Buy |
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|
2018
Q4 | $84M | Sell |
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|
2018
Q3 | $91.3M | Buy |
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|
2018
Q2 | $80M | Buy |
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