EWM
Elmwood Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,628
| Closed | -$403K | – | 118 |
|
|
2023
Q1 | $403K | Sell |
17,628
-5,957
| -25% | -$136K | 0.19% | 94 |
|
|
2022
Q4 | $531K | Sell |
23,585
-15,080
| -39% | -$339K | 0.26% | 94 |
|
|
2022
Q3 | $908K | Sell |
38,665
-4,300
| -10% | -$101K | 0.45% | 69 |
|
|
2022
Q2 | $1.04M | Sell |
42,965
-19,765
| -32% | -$478K | 0.59% | 63 |
|
|
2022
Q1 | $1.64M | Sell |
62,730
-35,473
| -36% | -$925K | 0.84% | 48 |
|
|
2021
Q4 | $2.72M | Buy |
+98,203
| New | +$2.72M | 1.3% | 23 |
|
|
2021
Q2 | $1.62M | Buy |
57,008
+55,561
| +3,840% | +$1.58M | 0.85% | 41 |
|
|
2021
Q1 | $40K | Buy |
+1,447
| New | +$40K | 0.02% | 174 |
|