Iron Horse Wealth Management’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 | $5.74M | Buy |
304,662
+4,523
| +2% | +$85.2K | 1.69% | 16 |
|
|
2025
Q1 | $5.71M | Sell |
300,139
-143,151
| -32% | -$2.73M | 1.83% | 16 |
|
|
2024
Q4 | $8.65M | Buy |
443,290
+18,196
| +4% | +$355K | 2.9% | 15 |
|
|
2024
Q3 | $8.83M | Buy |
425,094
+23,407
| +6% | +$486K | 3.02% | 15 |
|
|
2024
Q2 | $7.91M | Buy |
401,687
+16,771
| +4% | +$330K | 3.02% | 15 |
|
|
2024
Q1 | $7.76M | Buy |
384,916
+20,504
| +6% | +$413K | 3.07% | 15 |
|
|
2023
Q4 | $7.07M | Buy |
364,412
+15,449
| +4% | +$300K | 3.09% | 15 |
|
|
2023
Q3 | $6.56M | Sell |
348,963
-510
| -0.1% | -$9.59K | 3.22% | 15 |
|
|
2023
Q2 | $6.78M | Buy |
349,473
+18,646
| +6% | +$362K | 3.33% | 13 |
|
|
2023
Q1 | $6.57M | Buy |
330,827
+17,877
| +6% | +$355K | 3.28% | 14 |
|
|
2022
Q4 | $6.06M | Buy |
312,950
+188,299
| +151% | +$3.65M | 3.27% | 14 |
|
|
2022
Q3 | $2.56M | Sell |
124,651
-212,531
| -63% | -$4.36M | 3.69% | 12 |
|
|
2022
Q2 | $7.15M | Buy |
337,182
+30,483
| +10% | +$647K | 4.07% | 12 |
|
|
2022
Q1 | $7.21M | Buy |
306,699
+28,935
| +10% | +$680K | 3.96% | 12 |
|
|
2021
Q4 | $7.16M | Buy |
277,764
+2,516
| +0.9% | +$64.8K | 4.02% | 11 |
|
|
2021
Q3 | $7.09M | Buy |
275,248
+24,398
| +10% | +$628K | 4.4% | 10 |
|
|
2021
Q2 | $6.57M | Buy |
250,850
+22,606
| +10% | +$592K | 4.33% | 10 |
|
|
2021
Q1 | $5.82M | Buy |
228,244
+15,103
| +7% | +$385K | 4.36% | 8 |
|
|
2020
Q4 | $5.5M | Buy |
+213,141
| New | +$5.5M | 4.4% | 8 |
|