Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,019
| Closed | -$369K | – | 341 |
|
|
2023
Q2 | $369K | Sell |
19,019
-12,397
| -39% | -$240K | 0.07% | 233 |
|
|
2023
Q1 | $624K | Sell |
31,416
-359
| -1% | -$7.13K | 0.13% | 181 |
|
|
2022
Q4 | $615K | Buy |
31,775
+942
| +3% | +$18.2K | 0.13% | 169 |
|
|
2022
Q3 | $632K | Sell |
30,833
-3,109
| -9% | -$63.7K | 0.15% | 157 |
|
|
2022
Q2 | $720K | Sell |
33,942
-4,024
| -11% | -$85.4K | 0.15% | 157 |
|
|
2022
Q1 | $892K | Buy |
37,966
+2,511
| +7% | +$59K | 0.15% | 151 |
|
|
2021
Q4 | $913K | Buy |
35,455
+1,174
| +3% | +$30.2K | 0.15% | 150 |
|
|
2021
Q3 | $883K | Buy |
34,281
+2,722
| +9% | +$70.1K | 0.23% | 99 |
|
|
2021
Q2 | $826K | Buy |
+31,559
| New | +$826K | 0.21% | 103 |
|