Cresset Asset Management’s Global X US Preferred ETF PFFD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-12,011
Closed -$250K 1975
2024
Q3
$250K Sell
12,011
-69
-0.6% -$1.43K ﹤0.01% 1853
2024
Q2
$238K Buy
12,080
+1,448
+14% +$28.5K ﹤0.01% 1790
2024
Q1
$214K Buy
+10,632
New +$214K ﹤0.01% 1724
2023
Q3
Sell
-18,300
Closed -$355K 1822
2023
Q2
$355K Buy
18,300
+273
+2% +$5.29K ﹤0.01% 1308
2023
Q1
$358K Buy
+18,027
New +$358K 0.01% 579