Corient Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
27,377
-220
| -0.8% | -$4.14K | ﹤0.01% | 1776 |
|
|
2025
Q1 | $525K | Sell |
27,597
-1,092
| -4% | -$20.8K | ﹤0.01% | 1571 |
|
|
2024
Q4 | $560K | Buy |
28,689
+624
| +2% | +$12.2K | ﹤0.01% | 1558 |
|
|
2024
Q3 | $583K | Sell |
28,065
-4,032
| -13% | -$83.8K | ﹤0.01% | 1630 |
|
|
2024
Q2 | $632K | Sell |
32,097
-1,487
| -4% | -$29.3K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $677K | Sell |
33,584
-4,209
| -11% | -$84.9K | ﹤0.01% | 1472 |
|
|
2023
Q4 | $733K | Sell |
37,793
-2,702
| -7% | -$52.4K | ﹤0.01% | 1415 |
|
|
2023
Q3 | $762K | Sell |
40,495
-18,740
| -32% | -$353K | ﹤0.01% | 1279 |
|
|
2023
Q2 | $1.15M | Sell |
59,235
-4,827
| -8% | -$93.6K | ﹤0.01% | 1096 |
|
|
2023
Q1 | $1.27M | Buy |
64,062
+4,247
| +7% | +$84.3K | ﹤0.01% | 993 |
|
|
2022
Q4 | $1.16M | Buy |
+59,815
| New | +$1.16M | ﹤0.01% | 862 |
|