Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68K | Sell |
3,527
-4,256
| -55% | -$82.1K | 0.05% | 191 |
|
|
2024
Q3 | $161K | Buy |
7,783
+902
| +13% | +$18.7K | 0.05% | 285 |
|
|
2024
Q2 | $135K | Buy |
6,881
+2,645
| +62% | +$51.9K | 0.04% | 294 |
|
|
2024
Q1 | $85.4K | Buy |
4,236
+441
| +12% | +$8.89K | 0.03% | 371 |
|
|
2023
Q4 | $73K | Sell |
3,795
-571
| -13% | -$11K | 0.02% | 394 |
|
|
2023
Q3 | $82.1K | Buy |
+4,366
| New | +$82.1K | 0.03% | 358 |
|
|
2023
Q1 | $285K | Buy |
+14,351
| New | +$285K | 0.11% | 169 |
|
|
2022
Q4 | – | Sell |
-17,800
| Closed | -$365K | – | 878 |
|
|
2022
Q3 | $365K | Sell |
17,800
-1,542
| -8% | -$31.6K | 0.15% | 134 |
|
|
2022
Q2 | $410K | Hold |
19,342
| – | – | 0.18% | 129 |
|
|
2022
Q1 | $455K | Buy |
19,342
+3,550
| +22% | +$83.5K | 0.18% | 128 |
|
|
2021
Q4 | $407K | Buy |
+15,792
| New | +$407K | 0.15% | 141 |
|