EverSource Wealth Advisors’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 | $5.74K | Buy |
305
+3
| +1% | +$56 | ﹤0.01% | 3092 |
|
|
2025
Q1 | $5.75K | Sell |
302
-995
| -77% | -$18.9K | ﹤0.01% | 2423 |
|
|
2024
Q4 | $25.3K | Sell |
1,297
-27
| -2% | -$527 | ﹤0.01% | 1504 |
|
|
2024
Q3 | $27.5K | Buy |
1,324
+13
| +1% | +$270 | ﹤0.01% | 1333 |
|
|
2024
Q2 | $25.9K | Buy |
1,311
+21
| +2% | +$415 | ﹤0.01% | 1377 |
|
|
2024
Q1 | $24.9K | Buy |
1,290
+27
| +2% | +$521 | ﹤0.01% | 1260 |
|
|
2023
Q4 | $24.5K | Buy |
1,263
+21
| +2% | +$407 | ﹤0.01% | 1151 |
|
|
2023
Q3 | $23.4K | Sell |
1,242
-98
| -7% | -$1.84K | ﹤0.01% | 1067 |
|
|
2023
Q2 | $26K | Buy |
1,340
+17
| +1% | +$330 | ﹤0.01% | 1049 |
|
|
2023
Q1 | $26.3K | Buy |
1,323
+910
| +220% | +$18.1K | ﹤0.01% | 987 |
|
|
2022
Q4 | $8K | Hold |
413
| – | – | ﹤0.01% | 1415 |
|
|
2022
Q3 | $8K | Hold |
413
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q2 | $9K | Hold |
413
| – | – | ﹤0.01% | 1080 |
|
|
2022
Q1 | $10K | Hold |
413
| – | – | ﹤0.01% | 980 |
|
|
2021
Q4 | $11K | Buy |
+413
| New | +$11K | ﹤0.01% | 930 |
|