IWA
IVC Wealth Advisors’s Global X SuperIncome Preferred ETF SPFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,450
| Closed | -$96.2K | – | 172 |
|
|
2024
Q2 | $96.2K | Hold |
10,450
| – | – | 0.05% | 165 |
|
|
2024
Q1 | $98.9K | Hold |
10,450
| – | – | 0.06% | 162 |
|
|
2023
Q4 | $94.9K | Hold |
10,450
| – | – | 0.06% | 159 |
|
|
2023
Q3 | $91.7K | Sell |
10,450
-12,482
| -54% | -$110K | 0.06% | 150 |
|
|
2023
Q2 | $207K | Sell |
22,932
-1,500
| -6% | -$13.6K | 0.13% | 143 |
|
|
2023
Q1 | $229K | Sell |
24,432
-10,651
| -30% | -$99.9K | 0.16% | 125 |
|
|
2022
Q4 | $330K | Hold |
35,083
| – | – | 0.24% | 98 |
|
|
2022
Q3 | $347K | Sell |
35,083
-2,000
| -5% | -$19.8K | 0.28% | 90 |
|
|
2022
Q2 | $381K | Sell |
37,083
-4,164
| -10% | -$42.8K | 0.29% | 82 |
|
|
2022
Q1 | $460K | Sell |
41,247
-9,015
| -18% | -$101K | 0.3% | 80 |
|
|
2021
Q4 | $589K | Sell |
50,262
-450
| -0.9% | -$5.27K | 0.38% | 66 |
|
|
2021
Q3 | $607K | Sell |
50,712
-383
| -0.7% | -$4.58K | 0.42% | 62 |
|
|
2021
Q2 | $617K | Sell |
51,095
-8,369
| -14% | -$101K | 0.43% | 62 |
|
|
2021
Q1 | $707K | Sell |
59,464
-5,344
| -8% | -$63.5K | 0.56% | 50 |
|
|
2020
Q4 | $765K | Buy |
+64,808
| New | +$765K | 0.73% | 37 |
|