Pathstone Family Office’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
2021
Q1
Sell
-1,010
Closed -$26K 1141
2020
Q4
$26K Hold
1,010
﹤0.01% 627
2020
Q3
$26K Sell
1,010
-20,950
-95% -$539K ﹤0.01% 444
2020
Q2
$517K Sell
21,960
-69,890
-76% -$1.65M 0.06% 104
2020
Q1
$2.01M Buy
+91,850
New +$2.01M 0.29% 54