Kingsview Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-20,004	Closed	-$403K	–	1101
2024 Q1	$403K	Buy	20,004 +1	+0%	+$20	0.01%	726
2023 Q4	$388K	Sell	20,003 -3,242	-14%	-$60.3K	0.01%	694
2023 Q3	$437K	Sell	23,245 -589	-2%	-$11.3K	0.02%	656
2023 Q2	$462K	Sell	23,834 -793	-3%	-$15.4K	0.02%	617
2023 Q1	$489K	Sell	24,627 -1,772	-7%	-$36.4K	0.02%	581
2022 Q4	$511K	Sell	26,399 -24,731	-48%	-$494K	0.02%	503
2022 Q3	$1.05M	Sell	51,130 -21,000	-29%	-$454K	0.05%	320
2022 Q2	$1.53M	Buy	72,130 +8,570	+13%	+$186K	0.07%	266
2022 Q1	$1.49M	Sell	63,560 -8,036	-11%	-$192K	0.07%	297
2021 Q4	$1.84M	Buy	71,596 +674	+1%	+$17.3K	0.08%	262
2021 Q3	$1.83M	Buy	70,922 +19,330	+37%	+$503K	0.09%	245
2021 Q2	$1.35M	Buy	51,592 +20,551	+66%	+$529K	0.07%	304
2021 Q1	$793K	Sell	31,041 -300	-1%	-$7.61K	0.05%	393
2020 Q4	$809K	Buy	31,341 +4,850	+18%	+$123K	0.06%	324
2020 Q3	$656K	Buy	26,491 +8,144	+44%	+$200K	0.06%	309
2020 Q2	$431K	Buy	18,347 +6,601	+56%	+$154K	0.04%	361
2020 Q1	$257K	Buy	+11,746	New	+$283K	0.03%	385