GeoWealth Management’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $335K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $454K | Buy |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $241K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $403K | Buy |
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|
2021
Q4 | $350K | Sell |
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|
2021
Q3 | $434K | Buy |
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|
2021
Q2 | $371K | Buy |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $285K | Sell |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $274K | Buy |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $287K | Buy |
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