EFS
Essex Financial Services’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 | $747K | Hold |
39,671
| – | – | 0.05% | 326 |
|
|
2025
Q1 | $755K | Hold |
39,671
| – | – | 0.05% | 292 |
|
|
2024
Q4 | $774K | Hold |
39,671
| – | – | 0.05% | 291 |
|
|
2024
Q3 | $824K | Hold |
39,671
| – | – | 0.06% | 284 |
|
|
2024
Q2 | $782K | Buy |
39,671
+1,000
| +3% | +$19.7K | 0.06% | 286 |
|
|
2024
Q1 | $780K | Hold |
38,671
| – | – | 0.07% | 240 |
|
|
2023
Q4 | $750K | Sell |
38,671
-6,970
| -15% | -$135K | 0.08% | 236 |
|
|
2023
Q3 | $859K | Hold |
45,641
| – | – | 0.1% | 196 |
|
|
2023
Q2 | $885K | Sell |
45,641
-6,010
| -12% | -$117K | 0.1% | 191 |
|
|
2023
Q1 | $1.03M | Sell |
51,651
-659
| -1% | -$13.1K | 0.11% | 179 |
|
|
2022
Q4 | $1.01M | Buy |
+52,310
| New | +$1.01M | 0.11% | 181 |
|