Napa Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$640K	Sell	28,055 -586	-2%	-$13.4K	0.31%	77
2025 Q1	$678K	Sell	28,641 -3,812	-12%	-$90.2K	0.38%	71
2024 Q4	$765K	Sell	32,453 -6,305	-16%	-$149K	0.33%	82
2024 Q3	$932K	Buy	38,758 +10,118	+35%	+$243K	0.44%	66
2024 Q2	$677K	Buy	+28,640	New	+$677K	0.46%	49