Intrepid Financial Planning 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 | $652K | Sell |
34,636
-132
| -0.4% | -$2.49K | 0.27% | 61 |
|
2025
Q1 | $662K | Sell |
34,768
-1,937
| -5% | -$36.9K | 0.31% | 60 |
|
2024
Q4 | $716K | Buy |
36,705
+6,470
| +21% | +$126K | 0.3% | 58 |
|
2024
Q3 | $628K | Buy |
30,235
+590
| +2% | +$12.3K | 0.27% | 60 |
|
2024
Q2 | $583K | Buy |
29,645
+735
| +3% | +$14.5K | 0.25% | 62 |
|
2024
Q1 | $583K | Buy |
+28,910
| New | +$583K | 0.25% | 63 |
|