DK
David Kennon’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Sell |
229,687
-191,728
| -45% | -$3.61M | 1.62% | 15 |
|
|
2025
Q1 | $8.02M | Buy |
421,415
+28,368
| +7% | +$540K | 3.19% | 11 |
|
|
2024
Q4 | $7.67M | Buy |
393,047
+8,339
| +2% | +$163K | 3.02% | 10 |
|
|
2024
Q3 | $7.99M | Buy |
384,708
+7,573
| +2% | +$157K | 3.15% | 11 |
|
|
2024
Q2 | $7.42M | Buy |
377,135
+7,290
| +2% | +$143K | 3.12% | 11 |
|
|
2024
Q1 | $7.46M | Buy |
369,845
+4,056
| +1% | +$81.8K | 3.19% | 11 |
|
|
2023
Q4 | $7.1M | Buy |
365,789
+8,747
| +2% | +$170K | 3.18% | 12 |
|
|
2023
Q3 | $6.72M | Buy |
357,042
+3,377
| +1% | +$63.5K | 3.22% | 12 |
|
|
2023
Q2 | $6.86M | Buy |
353,665
+7,005
| +2% | +$136K | 3.19% | 12 |
|
|
2023
Q1 | $6.88M | Buy |
346,660
+217,707
| +169% | +$4.32M | 3.36% | 11 |
|
|
2022
Q4 | $2.5M | Buy |
128,953
+3,439
| +3% | +$66.6K | 1.3% | 15 |
|
|
2022
Q3 | $2.57M | Buy |
+125,514
| New | +$2.57M | 1.42% | 15 |
|