GeoWealth 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 | $339K | Buy |
18,004
+393
| +2% | +$7.4K | 0.01% | 520 |
|
|
2025
Q1 | $335K | Buy |
17,611
+422
| +2% | +$8.04K | 0.01% | 516 |
|
|
2024
Q4 | $335K | Sell |
17,189
-4,640
| -21% | -$90.5K | 0.01% | 595 |
|
|
2024
Q3 | $454K | Sell |
21,829
-1,261
| -5% | -$26.2K | 0.02% | 483 |
|
|
2024
Q2 | $454K | Buy |
23,090
+223
| +1% | +$4.39K | 0.02% | 457 |
|
|
2024
Q1 | $461K | Buy |
22,867
+1,238
| +6% | +$25K | 0.02% | 459 |
|
|
2023
Q4 | $420K | Buy |
21,629
+120
| +0.6% | +$2.33K | 0.03% | 357 |
|
|
2023
Q3 | $405K | Buy |
21,509
+391
| +2% | +$7.36K | 0.05% | 216 |
|
|
2023
Q2 | $409K | Buy |
21,118
+2,763
| +15% | +$53.5K | 0.04% | 191 |
|
|
2023
Q1 | $364K | Buy |
18,355
+5,873
| +47% | +$116K | 0.04% | 160 |
|
|
2022
Q4 | $241K | Buy |
12,482
+2,005
| +19% | +$38.7K | 0.03% | 222 |
|
|
2022
Q3 | $213K | Sell |
10,477
-1,844
| -15% | -$37.5K | 0.02% | 234 |
|
|
2022
Q2 | $262K | Sell |
12,321
-4,799
| -28% | -$102K | 0.04% | 219 |
|
|
2022
Q1 | $403K | Buy |
17,120
+3,543
| +26% | +$83.4K | 0.04% | 231 |
|
|
2021
Q4 | $350K | Sell |
13,577
-3,289
| -20% | -$84.8K | 0.03% | 237 |
|
|
2021
Q3 | $434K | Buy |
16,866
+2,660
| +19% | +$68.4K | 0.04% | 231 |
|
|
2021
Q2 | $371K | Buy |
14,206
+1,268
| +10% | +$33.1K | 0.05% | 176 |
|
|
2021
Q1 | $330K | Buy |
12,938
+34
| +0.3% | +$867 | 0.05% | 160 |
|
|
2020
Q4 | $335K | Buy |
12,904
+1,448
| +13% | +$37.6K | 0.05% | 170 |
|
|
2020
Q3 | $285K | Sell |
11,456
-308
| -3% | -$7.66K | 0.09% | 128 |
|
|
2020
Q2 | $277K | Sell |
11,764
-790
| -6% | -$18.6K | 0.11% | 125 |
|
|
2020
Q1 | $274K | Buy |
12,554
+4,233
| +51% | +$92.4K | 0.19% | 73 |
|
|
2019
Q4 | $208K | Sell |
8,321
-3,131
| -27% | -$78.3K | 0.11% | 94 |
|
|
2019
Q3 | $287K | Buy |
+11,452
| New | +$287K | 0.06% | 157 |
|