RWG
Ratio Wealth Group’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $25M | Buy |
1,240,179
+67,381
| +6% | +$1.36M | 4.66% | 4 |
|
|
2023
Q4 | $22.8M | Buy |
1,172,798
+131,025
| +13% | +$2.54M | 4.92% | 4 |
|
|
2023
Q3 | $19.6M | Sell |
1,041,773
-10,325
| -1% | -$194K | 4.91% | 6 |
|
|
2023
Q2 | $20.4M | Buy |
+1,052,098
| New | +$20.4M | 5.05% | 6 |
|
|
2022
Q4 | $17.2M | Sell |
887,936
-136,885
| -13% | -$2.65M | 4.88% | 8 |
|
|
2022
Q3 | $21M | Sell |
1,024,821
-212,983
| -17% | -$4.37M | 6.84% | 2 |
|
|
2022
Q2 | $26.3M | Buy |
1,237,804
+213,989
| +21% | +$4.54M | 8.54% | 1 |
|
|
2022
Q1 | $24.1M | Sell |
1,023,815
-105,162
| -9% | -$2.47M | 7.18% | 3 |
|
|
2021
Q4 | $29.1M | Buy |
1,128,977
+113,560
| +11% | +$2.93M | 8.75% | 1 |
|
|
2021
Q3 | $26.2M | Buy |
1,015,417
+198,498
| +24% | +$5.11M | 8.58% | 1 |
|
|
2021
Q2 | $21.4M | Buy |
816,919
+116,821
| +17% | +$3.06M | 7.67% | 1 |
|
|
2021
Q1 | $17.9M | Buy |
700,098
+327,571
| +88% | +$8.36M | 7.46% | 2 |
|
|
2020
Q4 | $9.61M | Buy |
+372,527
| New | +$9.61M | 5.16% | 8 |
|