Milestone Investment Advisors’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
Q1 | – | Sell |
-700
| Closed | -$13.6K | – | 130 |
|
|
2023
Q4 | $13.6K | Hold |
700
| – | – | ﹤0.01% | 110 |
|
|
2023
Q3 | $13.2K | Hold |
700
| – | – | ﹤0.01% | 281 |
|
|
2023
Q2 | $13.6K | Sell |
700
-1,111
| -61% | -$21.5K | ﹤0.01% | 104 |
|
|
2023
Q1 | $36K | Buy |
1,811
+903
| +99% | +$17.9K | 0.01% | 235 |
|
|
2022
Q4 | $17.6K | Buy |
+908
| New | +$17.6K | 0.01% | 101 |
|