Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $291K | Buy |
14,810
+385
| +3% | +$7.58K | 0.07% | 85 |
|
|
2024
Q1 | $280K | Hold |
14,425
| – | – | 0.08% | 84 |
|
|
2023
Q4 | $280K | Sell |
14,425
-2,299
| -14% | -$44.6K | 0.08% | 84 |
|
|
2023
Q3 | $315K | Buy |
16,724
+190
| +1% | +$3.57K | 0.1% | 76 |
|
|
2023
Q2 | $321K | Buy |
16,534
+185
| +1% | +$3.59K | 0.09% | 79 |
|
|
2023
Q1 | $325K | Buy |
16,349
+173
| +1% | +$3.44K | 0.1% | 76 |
|
|
2022
Q4 | $313K | Buy |
16,176
+176
| +1% | +$3.41K | 0.1% | 68 |
|
|
2022
Q3 | $328K | Buy |
16,000
+5,424
| +51% | +$111K | 0.14% | 52 |
|
|
2022
Q2 | $224K | Buy |
10,576
+99
| +0.9% | +$2.1K | 0.1% | 65 |
|
|
2022
Q1 | $246K | Buy |
10,477
+88
| +0.8% | +$2.07K | 0.1% | 62 |
|
|
2021
Q4 | $268K | Buy |
+10,389
| New | +$268K | 0.12% | 60 |
|