Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Buy |
5,516
+432
| +8% | +$8.14K | ﹤0.01% | 1233 |
|
|
2025
Q1 | $96.8K | Buy |
5,084
+2,542
| +100% | +$48.4K | ﹤0.01% | 1593 |
|
|
2024
Q4 | $49.6K | Hold |
2,542
| – | – | ﹤0.01% | 1328 |
|
|
2024
Q3 | $52.8K | Hold |
2,542
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q2 | $50K | Buy |
2,542
+1,672
| +192% | +$32.9K | ﹤0.01% | 1070 |
|
|
2024
Q1 | $17.5K | Hold |
870
| – | – | ﹤0.01% | 1399 |
|
|
2023
Q4 | $16.9K | Buy |
+870
| New | +$16.9K | ﹤0.01% | 1416 |
|
|
2022
Q2 | – | Sell |
-201
| Closed | -$4K | – | 2729 |
|
|
2022
Q1 | $4K | Buy |
+201
| New | +$4K | ﹤0.01% | 2416 |
|