Cornerstone Wealth Management’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 | $405K | Sell |
21,508
-360
| -2% | -$6.78K | 0.02% | 435 |
|
2025
Q1 | $416K | Sell |
21,868
-1,565
| -7% | -$29.8K | 0.03% | 411 |
|
2024
Q4 | $457K | Sell |
23,433
-3,274
| -12% | -$63.9K | 0.03% | 373 |
|
2024
Q3 | $555K | Sell |
26,707
-1,894
| -7% | -$39.4K | 0.04% | 329 |
|
2024
Q2 | $563K | Buy |
28,601
+994
| +4% | +$19.6K | 0.04% | 309 |
|
2024
Q1 | $557K | Buy |
27,607
+17,192
| +165% | +$347K | 0.05% | 312 |
|
2023
Q4 | $202K | Buy |
+10,415
| New | +$202K | 0.02% | 502 |
|