KWB Wealth’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 | $264K | Sell |
13,864
-370,269
| -96% | -$7.05M | 0.03% | 132 |
|
|
2025
Q1 | $7.49M | Sell |
384,133
-28,182
| -7% | -$550K | 0.9% | 26 |
|
|
2024
Q4 | $8.57M | Sell |
412,315
-9,332
| -2% | -$194K | 1.06% | 23 |
|
|
2024
Q3 | $8.3M | Buy |
421,647
+10,254
| +2% | +$202K | 1.08% | 21 |
|
|
2024
Q2 | $8.29M | Sell |
411,393
-9,021
| -2% | -$182K | 1.14% | 20 |
|
|
2024
Q1 | $8.48M | Sell |
420,414
-11,411
| -3% | -$230K | 1.14% | 20 |
|
|
2023
Q4 | $8.38M | Sell |
431,825
-18,455
| -4% | -$358K | 1.21% | 19 |
|
|
2023
Q3 | $8.73M | Sell |
450,280
-5,255
| -1% | -$102K | 1.4% | 16 |
|
|
2023
Q2 | $8.83M | Buy |
+455,535
| New | +$8.83M | 1.4% | 16 |
|