Gladstone Institutional Advisory’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,955
Closed -$334K 659
2023
Q2
$334K Sell
14,955
-2,909
-16% -$65K 0.02% 502
2023
Q1
$408K Buy
17,864
+6,479
+57% +$148K 0.03% 456
2022
Q4
$256K Buy
11,385
+747
+7% +$16.8K 0.02% 544
2022
Q3
$250K Buy
+10,638
New +$250K 0.02% 540
2022
Q1
Sell
-8,283
Closed -$230K 744
2021
Q4
$230K Buy
+8,283
New +$230K 0.02% 532