RWM
RBA Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,416
| Closed | -$260K | – | 90 |
|
|
2023
Q2 | $260K | Sell |
13,416
-147
| -1% | -$2.85K | 0.12% | 78 |
|
|
2023
Q1 | $269K | Hold |
13,563
| – | – | 0.13% | 79 |
|
|
2022
Q4 | $263K | Sell |
13,563
-714
| -5% | -$13.8K | 0.14% | 78 |
|
|
2022
Q3 | $293K | Sell |
14,277
-711
| -5% | -$14.6K | 0.17% | 73 |
|
|
2022
Q2 | $318K | Sell |
14,988
-4,097
| -21% | -$86.9K | 0.18% | 71 |
|
|
2022
Q1 | $448K | Sell |
19,085
-247
| -1% | -$5.8K | 0.22% | 68 |
|
|
2021
Q4 | $498K | Buy |
+19,332
| New | +$498K | 0.24% | 73 |
|