GeoWealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Buy |
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|
2025
Q1 | $145K | Sell |
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|
2024
Q4 | $159K | Sell |
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|
2024
Q3 | $174K | Buy |
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|
2024
Q2 | $167K | Sell |
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|
2024
Q1 | $179K | Buy |
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|
2023
Q4 | $168K | Sell |
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|
2023
Q3 | $171K | Sell |
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|
2023
Q2 | $171K | Sell |
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|
2023
Q1 | $334K | Sell |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $446K | Buy |
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|
2022
Q2 | $440K | Buy |
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|
2022
Q1 | $433K | Buy |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $221K | Buy |
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