Glass Jacobson Investment Advisors’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 | $19.1K | Sell |
1,016
-175
| -15% | -$3.3K | 0.01% | 391 |
|
|
2025
Q1 | $23.2K | Hold |
1,191
| – | – | 0.01% | 484 |
|
|
2024
Q4 | $23.2K | Buy |
1,191
+39
| +3% | +$761 | 0.01% | 484 |
|
|
2024
Q3 | $23.9K | Sell |
1,152
-122
| -10% | -$2.54K | 0.01% | 467 |
|
|
2024
Q2 | $25.1K | Buy |
1,274
+107
| +9% | +$2.11K | 0.01% | 449 |
|
|
2024
Q1 | $23.5K | Sell |
1,167
-17
| -1% | -$343 | 0.01% | 460 |
|
|
2023
Q4 | $23K | Buy |
1,184
+25
| +2% | +$485 | 0.01% | 427 |
|
|
2023
Q3 | $21.8K | Buy |
1,159
+85
| +8% | +$1.6K | 0.01% | 416 |
|
|
2023
Q2 | $20.8K | Buy |
+1,074
| New | +$20.8K | 0.01% | 424 |
|
|
2022
Q4 | $16K | Buy |
+828
| New | +$16K | 0.01% | 457 |
|