Foundations Investment 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 | $294K | Buy |
+15,605
| New | +$294K | ﹤0.01% | 749 |
|
|
2023
Q2 | – | Sell |
-96,535
| Closed | -$1.92M | – | 605 |
|
|
2023
Q1 | $1.92M | Buy |
96,535
+6,212
| +7% | +$123K | 0.07% | 174 |
|
|
2022
Q4 | $1.75M | Buy |
90,323
+23,026
| +34% | +$446K | 0.07% | 147 |
|
|
2022
Q3 | $1.38M | Buy |
67,297
+20,241
| +43% | +$415K | 0.06% | 126 |
|
|
2022
Q2 | $1M | Sell |
47,056
-2,280
| -5% | -$48.6K | 0.04% | 144 |
|
|
2022
Q1 | $1.1M | Buy |
49,336
+9,394
| +24% | +$209K | 0.04% | 119 |
|
|
2021
Q4 | $1.02M | Sell |
39,942
-26,816
| -40% | -$682K | 0.04% | 123 |
|
|
2021
Q3 | $1.69M | Buy |
66,758
+59,022
| +763% | +$1.5M | 0.07% | 87 |
|
|
2021
Q2 | $202K | Sell |
7,736
-339
| -4% | -$8.85K | 0.01% | 288 |
|
|
2021
Q1 | $207K | Buy |
+8,075
| New | +$207K | 0.01% | 211 |
|
|
2020
Q3 | – | Sell |
-13,681
| Closed | -$324K | – | 178 |
|
|
2020
Q2 | $324K | Buy |
+13,681
| New | +$324K | 0.03% | 132 |
|