LAM
Lewis Asset Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Sell |
14,843
-558
| -4% | -$10.5K | 0.13% | 148 |
|
|
2025
Q1 | $293K | Sell |
15,401
-274
| -2% | -$5.22K | 0.24% | 103 |
|
|
2024
Q4 | $306K | Sell |
15,675
-3
| -0% | -$59 | 0.23% | 96 |
|
|
2024
Q3 | $326K | Buy |
15,678
+1,177
| +8% | +$24.5K | 0.24% | 100 |
|
|
2024
Q2 | $285K | Buy |
14,501
+919
| +7% | +$18.1K | 0.22% | 98 |
|
|
2024
Q1 | $274K | Buy |
13,582
+1,535
| +13% | +$30.9K | 0.23% | 98 |
|
|
2023
Q4 | $234K | Buy |
+12,047
| New | +$234K | 0.21% | 96 |
|