Great Valley Advisor Group’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 | $2.59M | Buy |
137,438
+17,936
| +15% | +$338K | 0.06% | 273 |
|
|
2025
Q1 | $2.28M | Buy |
119,502
+43,706
| +58% | +$832K | 0.05% | 290 |
|
|
2024
Q4 | $1.48M | Buy |
75,796
+5,640
| +8% | +$110K | 0.03% | 368 |
|
|
2024
Q3 | $1.46M | Buy |
70,156
+4,657
| +7% | +$96.8K | 0.04% | 362 |
|
|
2024
Q2 | $1.29M | Buy |
65,499
+4,485
| +7% | +$88.2K | 0.04% | 343 |
|
|
2024
Q1 | $1.23M | Buy |
+61,014
| New | +$1.23M | 0.04% | 337 |
|
|
2020
Q2 | – | Sell |
-45,509
| Closed | -$996K | – | 426 |
|
|
2020
Q1 | $996K | Sell |
45,509
-338
| -0.7% | -$7.4K | 0.26% | 116 |
|
|
2019
Q4 | $1.15M | Buy |
45,847
+4,160
| +10% | +$104K | 0.26% | 122 |
|
|
2019
Q3 | $1.05M | Buy |
41,687
+1,998
| +5% | +$50.1K | 0.25% | 122 |
|
|
2019
Q2 | $973K | Buy |
+39,689
| New | +$973K | 0.24% | 127 |
|