Financial Architects (New Jersey)’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.87M | Buy |
199,427
+2,888
| +1% | +$56K | 0.58% | 37 |
|
|
2023
Q1 | $3.9M | Sell |
196,539
-623
| -0.3% | -$12.4K | 0.63% | 35 |
|
|
2022
Q4 | $3.82M | Sell |
197,162
-28,414
| -13% | -$550K | 0.63% | 35 |
|
|
2022
Q3 | $4.63M | Buy |
+225,576
| New | +$4.63M | 0.81% | 27 |
|
|
2022
Q2 | – | Sell |
-237,929
| Closed | -$5.59M | – | 203 |
|
|
2022
Q1 | $5.59M | Buy |
237,929
+2,830
| +1% | +$66.5K | 0.8% | 28 |
|
|
2021
Q4 | $6.06M | Buy |
235,099
+24,591
| +12% | +$633K | 0.82% | 27 |
|
|
2021
Q3 | $5.42M | Buy |
210,508
+29,563
| +16% | +$762K | 0.79% | 28 |
|
|
2021
Q2 | $4.74M | Buy |
180,945
+21,631
| +14% | +$566K | 0.68% | 35 |
|
|
2021
Q1 | $4.06M | Buy |
159,314
+22,998
| +17% | +$587K | 0.64% | 37 |
|
|
2020
Q4 | $3.52M | Buy |
136,316
+124,905
| +1,095% | +$3.22M | 0.65% | 37 |
|
|
2020
Q3 | $283K | Buy |
11,411
+2,478
| +28% | +$61.5K | 0.06% | 205 |
|
|
2020
Q2 | $210K | Buy |
8,933
+1,868
| +26% | +$43.9K | 0.05% | 236 |
|
|
2020
Q1 | $155K | Buy |
7,065
+3,935
| +126% | +$86.3K | 0.04% | 253 |
|
|
2019
Q4 | $78K | Sell |
3,130
-1,500
| -32% | -$37.4K | 0.02% | 363 |
|
|
2019
Q3 | $116K | Hold |
4,630
| – | – | 0.03% | 307 |
|
|
2019
Q2 | $114K | Hold |
4,630
| – | – | 0.02% | 315 |
|
|
2019
Q1 | $111K | Hold |
4,630
| – | – | 0.02% | 397 |
|
|
2018
Q4 | $104K | Buy |
+4,630
| New | +$104K | 0.02% | 362 |
|