Kohmann Bosshard Financial Services’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 | $523K | Sell |
27,757
-25,717
| -48% | -$484K | 0.06% | 112 |
|
|
2025
Q1 | $1.02M | Sell |
53,474
-4,911
| -8% | -$93.5K | 0.12% | 81 |
|
|
2024
Q4 | $1.14M | Sell |
58,385
-17,115
| -23% | -$334K | 0.14% | 72 |
|
|
2024
Q3 | $1.57M | Sell |
75,500
-68,481
| -48% | -$1.42M | 0.19% | 59 |
|
|
2024
Q2 | $2.83M | Sell |
143,981
-647,419
| -82% | -$12.7M | 0.38% | 36 |
|
|
2024
Q1 | $16M | Sell |
791,400
-171,478
| -18% | -$3.46M | 2.22% | 12 |
|
|
2023
Q4 | $18.7M | Sell |
962,878
-4,164
| -0.4% | -$80.8K | 2.84% | 8 |
|
|
2023
Q3 | $18.2M | Buy |
967,042
+30,639
| +3% | +$576K | 3.13% | 6 |
|
|
2023
Q2 | $18.2M | Buy |
936,403
+203,442
| +28% | +$3.94M | 3.13% | 6 |
|
|
2023
Q1 | $14.8M | Buy |
732,961
+40,892
| +6% | +$825K | 2.78% | 8 |
|
|
2022
Q4 | $13.4M | Buy |
692,069
+37,576
| +6% | +$728K | 2.67% | 8 |
|
|
2022
Q3 | $13.4M | Buy |
654,493
+29,540
| +5% | +$606K | 2.98% | 8 |
|
|
2022
Q2 | $13.3M | Buy |
624,953
+18,741
| +3% | +$397K | 2.93% | 8 |
|
|
2022
Q1 | $14.2M | Buy |
606,212
+127,101
| +27% | +$2.99M | 2.8% | 12 |
|
|
2021
Q4 | $12.7M | Buy |
+479,111
| New | +$12.7M | 2.55% | 13 |
|