GWM
GSB Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,018
| Closed | -$213K | – | 234 |
|
|
2024
Q4 | $213K | Sell |
9,018
-392
| -4% | -$9.24K | 0.05% | 210 |
|
|
2024
Q3 | $226K | Buy |
9,410
+17
| +0.2% | +$409 | 0.06% | 204 |
|
|
2024
Q2 | $222K | Buy |
9,393
+72
| +0.8% | +$1.7K | 0.06% | 211 |
|
|
2024
Q1 | $221K | Buy |
9,321
+21
| +0.2% | +$497 | 0.06% | 203 |
|
|
2023
Q4 | $215K | Buy |
+9,300
| New | +$215K | 0.07% | 202 |
|
|
2023
Q2 | – | Sell |
-16,705
| Closed | -$382K | – | 226 |
|
|
2023
Q1 | $382K | Sell |
16,705
-366
| -2% | -$8.37K | 0.12% | 157 |
|
|
2022
Q4 | $384K | Sell |
17,071
-48,791
| -74% | -$1.1M | 0.14% | 151 |
|
|
2022
Q3 | $1.55M | Sell |
65,862
-295
| -0.4% | -$6.93K | 0.56% | 64 |
|
|
2022
Q2 | $1.6M | Buy |
66,157
+9,529
| +17% | +$230K | 0.54% | 66 |
|
|
2022
Q1 | $1.48M | Buy |
56,628
+5,117
| +10% | +$133K | 0.43% | 83 |
|
|
2021
Q4 | $1.43M | Buy |
51,511
+10,545
| +26% | +$293K | 0.41% | 87 |
|
|
2021
Q3 | $1.15M | Buy |
40,966
+7,250
| +22% | +$204K | 0.59% | 54 |
|
|
2021
Q2 | $958K | Buy |
33,716
+13,216
| +64% | +$376K | 0.3% | 113 |
|
|
2021
Q1 | $568K | Buy |
+20,500
| New | +$568K | 0.19% | 134 |
|