FWM
Foresight Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $292K | Sell |
15,056
-137,478
| -90% | -$2.66M | 4.18% | 8 |
|
|
2022
Q3 | $3.13M | Sell |
152,534
-16,770
| -10% | -$344K | 0.72% | 14 |
|
|
2022
Q2 | $3.59M | Sell |
169,304
-7,343
| -4% | -$156K | 0.74% | 12 |
|
|
2022
Q1 | $4.15M | Sell |
176,647
-73,526
| -29% | -$1.73M | 0.77% | 13 |
|
|
2021
Q4 | $6.44M | Sell |
250,173
-1,232
| -0.5% | -$31.7K | 0.08% | 10 |
|
|
2021
Q3 | $6.48M | Sell |
251,405
-9,697
| -4% | -$250K | 1.3% | 10 |
|
|
2021
Q2 | $6.83M | Sell |
261,102
-1,461
| -0.6% | -$38.2K | 1.51% | 11 |
|
|
2021
Q1 | $6.7M | Buy |
262,563
+15,622
| +6% | +$399K | 1.7% | 9 |
|
|
2020
Q4 | $6.37M | Buy |
246,941
+7,226
| +3% | +$186K | 1.69% | 9 |
|
|
2020
Q3 | $5.94M | Buy |
239,715
+13,265
| +6% | +$328K | 1.99% | 7 |
|
|
2020
Q2 | $5.32M | Buy |
226,450
+23,882
| +12% | +$561K | 2.43% | 6 |
|
|
2020
Q1 | $4.43M | Buy |
202,568
+10,207
| +5% | +$223K | 3.05% | 7 |
|
|
2019
Q4 | $4.82M | Buy |
+192,361
| New | +$4.82M | 2.97% | 9 |
|