OCM
Orion 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
Q1 | – | Sell |
-3,800
| Closed | -$74.1K | – | 484 |
|
|
2024
Q4 | $74.1K | Buy |
+3,800
| New | +$74.1K | 0.03% | 199 |
|
|
2022
Q2 | – | Sell |
-6,320
| Closed | -$149K | – | 428 |
|
|
2022
Q1 | $149K | Sell |
6,320
-83,200
| -93% | -$1.96M | 0.09% | 135 |
|
|
2021
Q4 | $2.31M | Sell |
89,520
-1,500
| -2% | -$38.6K | 1.31% | 20 |
|
|
2021
Q3 | $2.35M | Buy |
91,020
+3,200
| +4% | +$82.5K | 1.42% | 18 |
|
|
2021
Q2 | $2.3M | Sell |
87,820
-2,100
| -2% | -$54.9K | 1.43% | 20 |
|
|
2021
Q1 | $2.29M | Sell |
89,920
-1,325
| -1% | -$33.8K | 1.6% | 17 |
|
|
2020
Q4 | $2.1M | Buy |
+91,245
| New | +$2.1M | 1.55% | 19 |
|