OneDigital 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
2022
Q2
Sell
-11,326
Closed -$266K 767
2022
Q1
$266K Sell
11,326
-11,452
-50% -$269K 0.01% 624
2021
Q4
$587K Sell
22,778
-2,420
-10% -$62.4K 0.02% 388
2021
Q3
$649K Buy
25,198
+14,026
+126% +$361K 0.03% 353
2021
Q2
$292K Buy
+11,172
New +$292K 0.01% 557