Levy Wealth Management Group’s Global X US Preferred ETF PFFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$291K Buy
2024
Q1
$280K Hold
2023
Q4
$280K Sell
2023
Q3
$315K Buy
2023
Q2
$321K Buy
2023
Q1
$325K Buy
2022
Q4
$313K Buy
2022
Q3
$328K Buy
2022
Q2
$224K Buy
2022
Q1
$246K Buy
2021
Q4
$268K Buy