Cyndeo Wealth Partners’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 | $1.85M | Hold |
98,439
| – | – | 0.11% | 167 |
|
|
2025
Q1 | $1.87M | Hold |
98,439
| – | – | 0.12% | 167 |
|
|
2024
Q4 | $1.92M | Hold |
98,439
| – | – | 0.13% | 165 |
|
|
2024
Q3 | $2.05M | Buy |
98,439
+10,000
| +11% | +$208K | 0.14% | 165 |
|
|
2024
Q2 | $1.74M | Hold |
88,439
| – | – | 0.14% | 170 |
|
|
2024
Q1 | $1.78M | Buy |
88,439
+77,929
| +741% | +$1.57M | 0.15% | 160 |
|
|
2023
Q4 | $204K | Buy |
+10,510
| New | +$204K | 0.02% | 357 |
|