CreativeOne 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 | $1.64M | Buy |
87,061
+3,299
| +4% | +$62.1K | 0.04% | 394 |
|
|
2025
Q1 | $1.59M | Sell |
83,762
-324
| -0.4% | -$6.17K | 0.05% | 352 |
|
|
2024
Q4 | $1.64M | Sell |
84,086
-11,333
| -12% | -$221K | 0.05% | 331 |
|
|
2024
Q3 | $1.98M | Sell |
95,419
-5,897
| -6% | -$123K | 0.07% | 267 |
|
|
2024
Q2 | $1.99M | Sell |
101,316
-7,665
| -7% | -$151K | 0.1% | 197 |
|
|
2024
Q1 | $2.2M | Buy |
108,981
+6,357
| +6% | +$128K | 0.09% | 216 |
|
|
2023
Q4 | $1.99M | Buy |
102,624
+690
| +0.7% | +$13.4K | 0.13% | 156 |
|
|
2023
Q3 | $1.92M | Sell |
101,934
-5,038
| -5% | -$94.8K | 0.14% | 146 |
|
|
2023
Q2 | $2.07M | Buy |
106,972
+6,717
| +7% | +$130K | 0.1% | 202 |
|
|
2023
Q1 | $1.99M | Buy |
100,255
+15,276
| +18% | +$303K | 0.1% | 187 |
|
|
2022
Q4 | $1.65M | Buy |
84,979
+18,751
| +28% | +$363K | 0.09% | 198 |
|
|
2022
Q3 | $1.36M | Sell |
66,228
-13,751
| -17% | -$282K | 0.08% | 209 |
|
|
2022
Q2 | $1.7M | Sell |
79,979
-7,968
| -9% | -$169K | 0.09% | 176 |
|
|
2022
Q1 | $2.07M | Sell |
87,947
-644
| -0.7% | -$15.1K | 0.11% | 156 |
|
|
2021
Q4 | $2.28M | Sell |
88,591
-9,954
| -10% | -$256K | 0.11% | 161 |
|
|
2021
Q3 | $2.54M | Sell |
98,545
-10,524
| -10% | -$271K | 0.15% | 125 |
|
|
2021
Q2 | $2.85M | Buy |
109,069
+25,969
| +31% | +$680K | 0.18% | 113 |
|
|
2021
Q1 | $2.12M | Buy |
83,100
+12,070
| +17% | +$308K | 0.16% | 112 |
|
|
2020
Q4 | $1.83M | Buy |
71,030
+19,208
| +37% | +$496K | 0.15% | 109 |
|
|
2020
Q3 | $1.28M | Buy |
51,822
+19,868
| +62% | +$492K | 0.18% | 87 |
|
|
2020
Q2 | $750K | Buy |
31,954
+5,088
| +19% | +$119K | 0.12% | 105 |
|
|
2020
Q1 | $588K | Buy |
26,866
+9,666
| +56% | +$212K | 0.11% | 89 |
|
|
2019
Q4 | $430K | Buy |
17,200
+4,674
| +37% | +$117K | 0.07% | 118 |
|
|
2019
Q3 | $314K | Buy |
+12,526
| New | +$314K | 0.06% | 130 |
|