Perennial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,260
| Closed | -$195K | – | 466 |
|
|
2025
Q1 | $195K | Sell |
10,260
-208
| -2% | -$3.96K | 0.02% | 414 |
|
|
2024
Q4 | $204K | Sell |
10,468
-1,553
| -13% | -$30.3K | 0.02% | 381 |
|
|
2024
Q3 | $250K | Buy |
12,021
+881
| +8% | +$18.3K | 0.03% | 316 |
|
|
2024
Q2 | $219K | Sell |
11,140
-143
| -1% | -$2.82K | 0.03% | 328 |
|
|
2024
Q1 | $227K | Buy |
11,283
+957
| +9% | +$19.3K | 0.03% | 297 |
|
|
2023
Q4 | $200K | Buy |
+10,326
| New | +$200K | 0.03% | 307 |
|