Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-212,644
| Closed | -$4.05M | – | 17 |
|
|
2025
Q1 | $4.05M | Buy |
212,644
+12,879
| +6% | +$245K | 2.12% | 13 |
|
|
2024
Q4 | $3.9M | Sell |
199,765
-947
| -0.5% | -$18.5K | 1.99% | 14 |
|
|
2024
Q3 | $4.17M | Buy |
200,712
+1,891
| +1% | +$39.3K | 2.1% | 14 |
|
|
2024
Q2 | $3.91M | Buy |
198,821
+11,263
| +6% | +$222K | 2.08% | 15 |
|
|
2024
Q1 | $3.78M | Buy |
187,558
+4,033
| +2% | +$81.3K | 2.07% | 16 |
|
|
2023
Q4 | $3.56M | Buy |
+183,525
| New | +$3.56M | 2.04% | 16 |
|