Keystone Financial Group (Kentucky)’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 | $218K | Hold |
11,600
| – | – | 0.02% | 381 |
|
|
2025
Q1 | $221K | Hold |
11,600
| – | – | 0.02% | 354 |
|
|
2024
Q4 | $226K | Sell |
11,600
-75
| -0.6% | -$1.46K | 0.02% | 347 |
|
|
2024
Q3 | $243K | Buy |
+11,675
| New | +$243K | 0.03% | 315 |
|
|
2024
Q2 | – | Sell |
-11,675
| Closed | -$235K | – | 260 |
|
|
2024
Q1 | $235K | Hold |
11,675
| – | – | 0.03% | 299 |
|
|
2023
Q4 | $226K | Hold |
11,675
| – | – | 0.04% | 263 |
|
|
2023
Q3 | $220K | Sell |
11,675
-2,125
| -15% | -$40K | 0.04% | 266 |
|
|
2023
Q2 | $268K | Buy |
+13,800
| New | +$268K | 0.05% | 234 |
|
|
2022
Q4 | $267K | Hold |
13,800
| – | – | 0.05% | 221 |
|
|
2022
Q3 | $283K | Sell |
13,800
-780
| -5% | -$16K | 0.06% | 209 |
|
|
2022
Q2 | $309K | Hold |
14,580
| – | – | 0.06% | 204 |
|
|
2022
Q1 | $343K | Buy |
+14,580
| New | +$343K | 0.06% | 205 |
|