IFP 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 | $271K | Sell |
14,377
-2,849
| -17% | -$53.6K | 0.01% | 1114 |
|
2025
Q1 | $328K | Buy |
17,226
+785
| +5% | +$14.9K | 0.01% | 943 |
|
2024
Q4 | $321K | Sell |
16,441
-329
| -2% | -$6.42K | 0.01% | 913 |
|
2024
Q3 | $348K | Buy |
16,770
+601
| +4% | +$12.5K | 0.01% | 838 |
|
2024
Q2 | $318K | Buy |
16,169
+2,630
| +19% | +$51.8K | 0.01% | 817 |
|
2024
Q1 | $273K | Sell |
13,539
-560
| -4% | -$11.3K | 0.01% | 849 |
|
2023
Q4 | $274K | Sell |
14,099
-9,950
| -41% | -$193K | 0.01% | 820 |
|
2023
Q3 | $452K | Buy |
24,049
+139
| +0.6% | +$2.62K | 0.02% | 630 |
|
2023
Q2 | $464K | Buy |
23,910
+231
| +1% | +$4.48K | 0.02% | 683 |
|
2023
Q1 | $573K | Buy |
23,679
+4,971
| +27% | +$120K | 0.02% | 552 |
|
2022
Q4 | $453K | Sell |
18,708
-1,004
| -5% | -$24.3K | 0.01% | 939 |
|
2022
Q3 | $478K | Sell |
19,712
-1,074
| -5% | -$26K | 0.01% | 953 |
|
2022
Q2 | $504K | Hold |
20,786
| – | – | 0.02% | 853 |
|
2022
Q1 | $504K | Buy |
20,786
+8,999
| +76% | +$218K | 0.02% | 853 |
|
2021
Q4 | $301K | Buy |
11,787
+5
| +0% | +$128 | 0.01% | 773 |
|
2021
Q3 | $300K | Buy |
11,782
+301
| +3% | +$7.66K | 0.01% | 743 |
|
2021
Q2 | $298K | Buy |
11,481
+2,117
| +23% | +$54.9K | 0.01% | 725 |
|
2021
Q1 | $241K | Buy |
9,364
+4,325
| +86% | +$111K | ﹤0.01% | 759 |
|
2020
Q4 | $130K | Buy |
5,039
+910
| +22% | +$23.5K | 0.01% | 999 |
|
2020
Q3 | $102K | Sell |
4,129
-6
| -0.1% | -$148 | 0.01% | 983 |
|
2020
Q2 | $97K | Buy |
4,135
+344
| +9% | +$8.07K | 0.01% | 938 |
|
2020
Q1 | $82K | Sell |
3,791
-64
| -2% | -$1.38K | 0.01% | 915 |
|
2019
Q4 | $97K | Sell |
3,855
-12
| -0.3% | -$302 | 0.01% | 963 |
|
2019
Q3 | $96K | Buy |
+3,867
| New | +$96K | 0.01% | 1079 |
|