Peterson Wealth Management’s AAM Low Duration Preferred and Income Securities ETF PFLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-129,077
| Closed | -$2.7M | – | 65 |
|
|
2023
Q2 | $2.7M | Sell |
129,077
-55,127
| -30% | -$1.15M | 2.14% | 14 |
|
|
2023
Q1 | $3.88M | Sell |
184,204
-2,367
| -1% | -$49.8K | 3.71% | 8 |
|
|
2022
Q4 | $3.87M | Sell |
186,571
-11,457
| -6% | -$238K | 3.94% | 9 |
|
|
2022
Q3 | $4.22M | Buy |
198,028
+124,525
| +169% | +$2.65M | 3.93% | 9 |
|
|
2022
Q2 | $1.64M | Buy |
73,503
+14,446
| +24% | +$321K | 2.11% | 14 |
|
|
2022
Q1 | $1.41M | Buy |
+59,057
| New | +$1.41M | 0.94% | 31 |
|