CWM
Collaborative Wealth Management’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 | $6.86M | Sell |
364,576
-50,255
| -12% | -$946K | 2.99% | 9 |
|
|
2025
Q1 | $7.9M | Buy |
414,831
+6,638
| +2% | +$126K | 3.69% | 5 |
|
|
2024
Q4 | $7.96M | Buy |
408,193
+12,146
| +3% | +$237K | 3.61% | 5 |
|
|
2024
Q3 | $8.23M | Buy |
396,047
+12,847
| +3% | +$267K | 3.72% | 4 |
|
|
2024
Q2 | $7.54M | Buy |
383,200
+36,663
| +11% | +$722K | 3.69% | 5 |
|
|
2024
Q1 | $6.99M | Buy |
346,537
+22,869
| +7% | +$461K | 3.5% | 5 |
|
|
2023
Q4 | $6.28M | Buy |
323,668
+22,836
| +8% | +$443K | 3.4% | 5 |
|
|
2023
Q3 | $5.66M | Buy |
300,832
+18,345
| +6% | +$345K | 3.38% | 4 |
|
|
2023
Q2 | $5.48M | Buy |
282,487
+33,865
| +14% | +$657K | 3.26% | 5 |
|
|
2023
Q1 | $4.94M | Buy |
248,622
+60,650
| +32% | +$1.2M | 3.11% | 4 |
|
|
2022
Q4 | $3.64M | Buy |
187,972
+6,756
| +4% | +$131K | 2.39% | 5 |
|
|
2022
Q3 | $3.72M | Buy |
181,216
+9,887
| +6% | +$203K | 2.63% | 4 |
|
|
2022
Q2 | $3.63M | Buy |
+171,329
| New | +$3.63M | 2.39% | 5 |
|
|
2021
Q4 | $3.85M | Buy |
+149,552
| New | +$3.85M | 2.11% | 6 |
|
|
2021
Q1 | $3.65M | Buy |
+155,287
| New | +$3.65M | 2.1% | 6 |
|