Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,004
| Closed | -$403K | – | 1100 |
|
|
2024
Q1 | $403K | Buy |
20,004
+1
| +0% | +$20 | 0.01% | 726 |
|
|
2023
Q4 | $388K | Sell |
20,003
-3,242
| -14% | -$62.9K | 0.01% | 694 |
|
|
2023
Q3 | $437K | Sell |
23,245
-589
| -2% | -$11.1K | 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% | -$35.2K | 0.02% | 581 |
|
|
2022
Q4 | $511K | Sell |
26,399
-24,731
| -48% | -$479K | 0.02% | 503 |
|
|
2022
Q3 | $1.05M | Sell |
51,130
-21,000
| -29% | -$431K | 0.05% | 320 |
|
|
2022
Q2 | $1.53M | Buy |
72,130
+8,570
| +13% | +$182K | 0.07% | 266 |
|
|
2022
Q1 | $1.49M | Sell |
63,560
-8,036
| -11% | -$189K | 0.07% | 297 |
|
|
2021
Q4 | $1.84M | Buy |
71,596
+674
| +1% | +$17.4K | 0.08% | 260 |
|
|
2021
Q3 | $1.83M | Buy |
70,922
+19,330
| +37% | +$498K | 0.09% | 245 |
|
|
2021
Q2 | $1.35M | Buy |
51,592
+20,551
| +66% | +$537K | 0.07% | 304 |
|
|
2021
Q1 | $793K | Sell |
31,041
-300
| -1% | -$7.66K | 0.05% | 393 |
|
|
2020
Q4 | $809K | Buy |
31,341
+4,850
| +18% | +$125K | 0.06% | 324 |
|
|
2020
Q3 | $656K | Buy |
26,491
+8,144
| +44% | +$202K | 0.06% | 309 |
|
|
2020
Q2 | $431K | Buy |
18,347
+6,601
| +56% | +$155K | 0.04% | 361 |
|
|
2020
Q1 | $257K | Buy |
+11,746
| New | +$257K | 0.03% | 385 |
|