LWP
Legacy Wealth Partners’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $343K | Buy |
13,117
+755
| +6% | +$19.7K | 0.19% | 75 |
|
|
2021
Q1 | $315K | Sell |
12,362
-3,128
| -20% | -$79.7K | 0.18% | 70 |
|
|
2020
Q4 | $400K | Sell |
15,490
-124
| -0.8% | -$3.2K | 0.25% | 73 |
|
|
2020
Q3 | $387K | Sell |
15,614
-620
| -4% | -$15.4K | 0.27% | 61 |
|
|
2020
Q2 | $382K | Sell |
16,234
-2,373
| -13% | -$55.8K | 0.29% | 69 |
|
|
2020
Q1 | $407K | Buy |
18,607
+1,318
| +8% | +$28.8K | 0.38% | 57 |
|
|
2019
Q4 | $440K | Buy |
+17,289
| New | +$440K | 0.32% | 67 |
|