FW
FirstPurpose Wealth’s InfraCap REIT Preferred ETF PFFR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $622K | Sell |
33,985
-5,674
| -14% | -$104K | 0.23% | 81 |
|
|
2023
Q4 | $740K | Sell |
39,659
-12,048
| -23% | -$225K | 0.28% | 65 |
|
|
2023
Q3 | $898K | Sell |
51,707
-25,705
| -33% | -$446K | 0.39% | 47 |
|
|
2023
Q2 | $1.38M | Sell |
77,412
-6,952
| -8% | -$123K | 0.59% | 26 |
|
|
2023
Q1 | $1.42M | Sell |
84,364
-2,131
| -2% | -$35.8K | 0.7% | 27 |
|
|
2022
Q4 | $1.45M | Sell |
86,495
-3,160
| -4% | -$52.9K | 0.81% | 23 |
|
|
2022
Q3 | $1.54M | Sell |
89,655
-1,805
| -2% | -$31K | 1.01% | 23 |
|
|
2022
Q2 | $1.75M | Sell |
91,460
-7,060
| -7% | -$135K | 1.17% | 20 |
|
|
2022
Q1 | $2.15M | Sell |
98,520
-951
| -1% | -$20.7K | 1.67% | 16 |
|
|
2021
Q4 | $2.36M | Buy |
+99,471
| New | +$2.36M | 1.48% | 14 |
|