Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $25.2K | Sell |
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|
2025
Q3 | $29.6K | Sell |
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|
2025
Q2 | $50.9K | Sell |
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|
2025
Q1 | $55.1K | Sell |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $302K | Buy |
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|
2024
Q1 | $289K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $648K | Sell |
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|
2023
Q2 | $696K | Buy |
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