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