Madrona Financial Services’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
2026 Q1	$251K	Sell	13,617 -14,095	-51%	-$270K	0.05%	105
2025 Q4	$524K	Sell	27,712 -439	-2%	-$8.39K	0.11%	67
2025 Q3	$547K	Buy	28,151 +2	+0%	+$39	0.12%	58
2025 Q2	$530K	Buy	28,149 +2,125	+8%	+$39.6K	0.13%	58
2025 Q1	$495K	Buy	26,024 +1,080	+4%	+$21.2K	0.14%	58
2024 Q4	$487K	Sell	24,944 -1,096	-4%	-$22.3K	0.13%	59
2024 Q3	$541K	Hold	26,040	–	–	0.15%	54
2024 Q2	$512K	Buy	26,040 +4,279	+20%	+$84K	0.16%	53
2024 Q1	$439K	Buy	21,761 +72	+0.3%	+$1.44K	0.15%	56
2023 Q4	$421K	Buy	21,689 +1,627	+8%	+$30.3K	0.17%	54
2023 Q3	$377K	Hold	20,062	–	–	0.17%	65
2023 Q2	$389K	Sell	20,062 -118	-0.6%	-$2.29K	0.19%	65
2023 Q1	$401K	Sell	20,180 -17	-0.1%	-$350	0.22%	51
2022 Q4	$391K	Buy	20,197 +1,022	+5%	+$20.4K	0.22%	44
2022 Q3	$393K	Hold	19,175	–	–	0.24%	42
2022 Q2	$407K	Hold	19,175	–	–	0.24%	47
2022 Q1	$439K	Hold	19,175	–	–	0.22%	50
2021 Q4	$494K	Buy	19,175 +2,365	+14%	+$60.6K	0.21%	46
2021 Q3	$433K	Buy	+16,810	New	+$437K	0.21%	43