NCM
Nelson Capital 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 | $465K | Buy |
24,692
+360
| +1% | +$6.78K | 0.06% | 82 |
|
|
2025
Q1 | $463K | Sell |
24,332
-5,643
| -19% | -$107K | 0.08% | 82 |
|
|
2024
Q4 | $585K | Hold |
29,975
| – | – | 0.1% | 79 |
|
|
2024
Q3 | $623K | Buy |
29,975
+607
| +2% | +$12.6K | 0.1% | 76 |
|
|
2024
Q2 | $578K | Buy |
29,368
+438
| +2% | +$8.62K | 0.1% | 77 |
|
|
2024
Q1 | $583K | Buy |
28,930
+739
| +3% | +$14.9K | 0.11% | 78 |
|
|
2023
Q4 | $547K | Sell |
28,191
-1,255
| -4% | -$24.3K | 0.12% | 75 |
|
|
2023
Q3 | $554K | Buy |
29,446
+1,380
| +5% | +$26K | 0.14% | 73 |
|
|
2023
Q2 | $544K | Sell |
28,066
-4,024
| -13% | -$78K | 0.14% | 72 |
|
|
2023
Q1 | $637K | Sell |
32,090
-518
| -2% | -$10.3K | 0.18% | 68 |
|
|
2022
Q4 | $632K | Sell |
32,608
-125
| -0.4% | -$2.42K | 0.19% | 72 |
|
|
2022
Q3 | $671K | Sell |
32,733
-1,440
| -4% | -$29.5K | 0.2% | 74 |
|
|
2022
Q2 | $725K | Sell |
34,173
-30,532
| -47% | -$648K | 0.2% | 74 |
|
|
2022
Q1 | $1.52M | Sell |
64,705
-613
| -0.9% | -$14.4K | 0.3% | 65 |
|
|
2021
Q4 | $1.68M | Buy |
65,318
+1,296
| +2% | +$33.4K | 0.31% | 65 |
|
|
2021
Q3 | $1.65M | Buy |
64,022
+7,322
| +13% | +$189K | 0.33% | 60 |
|
|
2021
Q2 | $1.48M | Buy |
56,700
+11,384
| +25% | +$298K | 0.3% | 62 |
|
|
2021
Q1 | $1.16M | Buy |
+45,316
| New | +$1.16M | 0.25% | 66 |
|