Perigon Wealth Management’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 | $480K | Sell |
25,469
-170
| -0.7% | -$3.2K | 0.01% | 681 |
|
|
2025
Q1 | $488K | Sell |
25,639
-3
| -0% | -$57 | 0.01% | 646 |
|
|
2024
Q4 | $506K | Sell |
25,642
-1,072
| -4% | -$21.1K | 0.01% | 637 |
|
|
2024
Q3 | $555K | Sell |
26,714
-781
| -3% | -$16.2K | 0.01% | 583 |
|
|
2024
Q2 | $541K | Buy |
27,495
+2,603
| +10% | +$51.2K | 0.02% | 516 |
|
|
2024
Q1 | $502K | Buy |
24,892
+9,130
| +58% | +$184K | 0.02% | 537 |
|
|
2023
Q4 | $306K | Buy |
+15,762
| New | +$306K | 0.01% | 652 |
|