Concord Wealth Partners’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,816
| Closed | -$35.2K | – | 894 |
|
|
2023
Q4 | $35.2K | Hold |
1,816
| – | – | 0.01% | 406 |
|
|
2023
Q3 | $34.2K | Sell |
1,816
-837
| -32% | -$15.7K | 0.01% | 428 |
|
|
2023
Q2 | $51.4K | Buy |
2,653
+837
| +46% | +$16.2K | 0.01% | 364 |
|
|
2023
Q1 | $36.1K | Sell |
1,816
-3,216
| -64% | -$63.9K | 0.01% | 393 |
|
|
2022
Q4 | $97.5K | Buy |
+5,032
| New | +$97.5K | 0.03% | 259 |
|
|
2022
Q3 | – | Sell |
-1,070
| Closed | -$23K | – | 846 |
|
|
2022
Q2 | $23K | Hold |
1,070
| – | – | 0.01% | 517 |
|
|
2022
Q1 | $25K | Buy |
1,070
+397
| +59% | +$9.28K | 0.01% | 589 |
|
|
2021
Q4 | $17K | Buy |
+673
| New | +$17K | ﹤0.01% | 683 |
|