Perissos Private 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 | $1.36M | Sell |
72,192
-11,835
| -14% | -$223K | 1.07% | 31 |
|
|
2025
Q1 | $1.6M | Sell |
84,027
-225
| -0.3% | -$4.28K | 1.46% | 25 |
|
|
2024
Q4 | $1.64M | Sell |
84,252
-955
| -1% | -$18.6K | 1.23% | 28 |
|
|
2024
Q3 | $1.77M | Sell |
85,207
-8,481
| -9% | -$176K | 1.42% | 20 |
|
|
2024
Q2 | $1.84M | Buy |
93,688
+21,312
| +29% | +$419K | 1.65% | 19 |
|
|
2024
Q1 | $1.46M | Buy |
+72,376
| New | +$1.46M | 1.32% | 24 |
|