Creative Planning’s Global X SuperIncome Preferred ETF SPFF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-76,666
| Closed | -$693K | – | 2908 |
|
|
2023
Q2 | $693K | Buy |
+76,666
| New | +$693K | ﹤0.01% | 1344 |
|
|
2017
Q3 | – | Sell |
-1,120
| Closed | -$14K | – | 3360 |
|
|
2017
Q2 | $14K | Sell |
1,120
-450
| -29% | -$5.63K | ﹤0.01% | 3378 |
|
|
2017
Q1 | $21K | Sell |
1,570
-716
| -31% | -$9.58K | ﹤0.01% | 3074 |
|
|
2016
Q4 | $29K | Buy |
2,286
+1,481
| +184% | +$18.8K | ﹤0.01% | 2795 |
|
|
2016
Q3 | $11K | Hold |
805
| – | – | ﹤0.01% | 3406 |
|
|
2016
Q2 | $11K | Sell |
805
-1,795
| -69% | -$24.5K | ﹤0.01% | 3160 |
|
|
2016
Q1 | $35K | Hold |
2,600
| – | – | ﹤0.01% | 2337 |
|
|
2015
Q4 | $34K | Buy |
2,600
+2,500
| +2,500% | +$32.7K | ﹤0.01% | 2406 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 4043 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$1K | – | 2617 |
|
|
2015
Q1 | $1K | Hold |
100
| – | – | ﹤0.01% | 3934 |
|
|
2014
Q4 | $1K | Sell |
100
-203
| -67% | -$2.03K | ﹤0.01% | 3877 |
|
|
2014
Q3 | $5K | Buy |
303
+203
| +203% | +$3.35K | ﹤0.01% | 3250 |
|
|
2014
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 3427 |
|