Gerber Kawasaki Wealth & Investment 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 | $2.75M | Buy |
146,108
+21,335
| +17% | +$402K | 0.11% | 98 |
|
|
2025
Q1 | $2.38M | Buy |
124,773
+6,980
| +6% | +$133K | 0.11% | 100 |
|
|
2024
Q4 | $2.3M | Buy |
117,793
+3,819
| +3% | +$74.5K | 0.1% | 100 |
|
|
2024
Q3 | $2.37M | Buy |
113,974
+5,761
| +5% | +$120K | 0.11% | 98 |
|
|
2024
Q2 | $2.13M | Sell |
108,213
-7,988
| -7% | -$157K | 0.11% | 99 |
|
|
2024
Q1 | $2.34M | Buy |
116,201
+8,627
| +8% | +$174K | 0.13% | 97 |
|
|
2023
Q4 | $2.09M | Sell |
107,574
-19,816
| -16% | -$384K | 0.12% | 92 |
|
|
2023
Q3 | $2.4M | Sell |
127,390
-7,138
| -5% | -$134K | 0.16% | 87 |
|
|
2023
Q2 | $2.61M | Buy |
134,528
+3,806
| +3% | +$73.8K | 0.18% | 86 |
|
|
2023
Q1 | $2.6M | Sell |
130,722
-13,020
| -9% | -$259K | 0.21% | 81 |
|
|
2022
Q4 | $2.78M | Sell |
143,742
-943
| -0.7% | -$18.3K | 0.25% | 78 |
|
|
2022
Q3 | $2.97M | Buy |
+144,685
| New | +$2.97M | 0.28% | 73 |
|