Nelson Capital Management’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
2025
Q2
$465K Buy
2025
Q1
$463K Sell
2024
Q4
$585K Hold
2024
Q3
$623K Buy
2024
Q2
$578K Buy
2024
Q1
$583K Buy
2023
Q4
$547K Sell
2023
Q3
$554K Buy
2023
Q2
$544K Sell
2023
Q1
$637K Sell
2022
Q4
$632K Sell
2022
Q3
$671K Sell
2022
Q2
$725K Sell
2022
Q1
$1.52M Sell
2021
Q4
$1.68M Buy
2021
Q3
$1.65M Buy
2021
Q2
$1.48M Buy
2021
Q1
$1.16M Buy