PWM
Paulson Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
12,746
| – | – | 0.08% | 116 |
|
|
2025
Q1 | $302K | Sell |
12,746
-17
| -0.1% | -$402 | 0.08% | 105 |
|
|
2024
Q4 | $301K | Sell |
12,763
-6,953
| -35% | -$164K | 0.08% | 112 |
|
|
2024
Q3 | $474K | Sell |
19,716
-1,164
| -6% | -$28K | 0.13% | 88 |
|
|
2024
Q2 | $494K | Sell |
20,880
-676
| -3% | -$16K | 0.14% | 77 |
|
|
2024
Q1 | $510K | Sell |
21,556
-3,131
| -13% | -$74.1K | 0.15% | 73 |
|
|
2023
Q4 | $572K | Sell |
24,687
-62,480
| -72% | -$1.45M | 0.18% | 66 |
|
|
2023
Q3 | $2M | Buy |
87,167
+1,319
| +2% | +$30.3K | 0.7% | 26 |
|
|
2023
Q2 | $1.92M | Buy |
85,848
+224
| +0.3% | +$5K | 0.65% | 27 |
|
|
2023
Q1 | $1.96M | Buy |
85,624
+3,778
| +5% | +$86.4K | 0.87% | 17 |
|
|
2022
Q4 | $1.84M | Sell |
81,846
-40,486
| -33% | -$911K | 0.9% | 17 |
|
|
2022
Q3 | $2.87M | Buy |
122,332
+2,624
| +2% | +$61.6K | 1.55% | 14 |
|
|
2022
Q2 | $2.89M | Sell |
119,708
-2,979
| -2% | -$71.9K | 1.52% | 11 |
|
|
2022
Q1 | $3.2M | Sell |
122,687
-4,851
| -4% | -$127K | 1.46% | 11 |
|
|
2021
Q4 | $3.54M | Buy |
+127,538
| New | +$3.54M | 1.58% | 12 |
|