EverSource Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74K | Buy |
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|
2025
Q1 | $5.75K | Sell |
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|
2024
Q4 | $25.3K | Sell |
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|
2024
Q3 | $27.5K | Buy |
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|
2024
Q2 | $25.9K | Buy |
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|
2024
Q1 | $24.9K | Buy |
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|
2023
Q4 | $24.5K | Buy |
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|
2023
Q3 | $23.4K | Sell |
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|
2023
Q2 | $26K | Buy |
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|
2023
Q1 | $26.3K | Buy |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $11K | Buy |
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