Oxinas Partners Wealth 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 Q3	–	Sell	-10,653	Closed	-$201K	–	129
2025 Q2	$201K	Sell	10,653 -1,149	-10%	-$21.4K	0.1%	122
2025 Q1	$225K	Sell	11,802 -2,719	-19%	-$53.4K	0.13%	114
2024 Q4	$283K	Sell	14,521 -3,387	-19%	-$69K	0.17%	98
2024 Q3	$372K	Sell	17,908 -540	-3%	-$10.9K	0.23%	83
2024 Q2	$363K	Sell	18,448 -1,545	-8%	-$30.3K	0.24%	82
2024 Q1	$403K	Buy	19,993 +299	+2%	+$5.96K	0.26%	74
2023 Q4	$382K	Buy	19,694 +232	+1%	+$4.32K	0.27%	77
2023 Q3	$366K	Sell	19,462 -6,446	-25%	-$123K	0.27%	71
2023 Q2	$502K	Sell	25,908 -220	-0.8%	-$4.26K	0.33%	64
2023 Q1	$519K	Sell	26,128 -776	-3%	-$16K	0.37%	61
2022 Q4	$521K	Buy	26,904 +2,465	+10%	+$49.2K	0.44%	53
2022 Q3	$501K	Buy	24,439 +288	+1%	+$6.23K	0.41%	55
2022 Q2	$512K	Sell	24,151 -13,972	-37%	-$303K	0.39%	54
2022 Q1	$896K	Sell	38,123 -340,131	-90%	-$8.14M	0.56%	45
2021 Q4	$9.74M	Buy	378,254 +5,855	+2%	+$150K	5.56%	1
2021 Q3	$9.59M	Buy	372,399 +191,512	+106%	+$4.98M	5.58%	1
2021 Q2	$4.73M	Buy	180,887 +7,106	+4%	+$183K	2.71%	8
2021 Q1	$4.43M	Buy	+173,781	New	+$4.41M	2.82%	7