EWM
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Evermay Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Evermay Wealth Management’s Portfolio PFFV Stock Details PFFV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,500
Closed -$104K – 702
2023
Q4 		$104K Buy
+4,500
New +$104K 0.02% 256