Realta Investment Advisors’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.17K | Buy |
390
+7
| +2% | +$134 | ﹤0.01% | 313 |
|
|
2025
Q4 | $7.25K | Buy |
383
+5
| +1% | +$96 | ﹤0.01% | 303 |
|
|
2025
Q3 | $7.33K | Buy |
+378
| New | +$7.3K | ﹤0.01% | 287 |
|
|
2025
Q2 | – | Sell |
-366
| Closed | -$6.96K | – | 326 |
|
|
2025
Q1 | $6.96K | Buy |
+366
| New | +$7.19K | ﹤0.01% | 290 |
|
|
2024
Q4 | – | Sell |
-1,519
| Closed | -$31.7K | – | 390 |
|
|
2024
Q3 | $31.7K | Sell |
1,519
-9,222
| -86% | -$186K | 0.01% | 254 |
|
|
2024
Q2 | $211K | Sell |
10,741
-1,660
| -13% | -$32.6K | 0.04% | 385 |
|
|
2024
Q1 | $250K | Sell |
12,401
-1,922
| -13% | -$38.3K | 0.05% | 361 |
|
|
2023
Q4 | $278K | Sell |
14,323
-3,270
| -19% | -$60.9K | 0.06% | 330 |
|
|
2023
Q3 | $341K | Hold |
17,593
| – | – | 0.08% | 268 |
|
|
2023
Q2 | $341K | Buy |
17,593
+128
| +0.7% | +$2.48K | 0.08% | 278 |
|
|
2023
Q1 | $347K | Sell |
17,465
-433
| -2% | -$8.9K | 0.08% | 268 |
|
|
2022
Q4 | $347K | Buy |
17,898
+59
| +0.3% | +$1.18K | 0.08% | 272 |
|
|
2022
Q3 | $366K | Sell |
17,839
-886
| -5% | -$19.2K | 0.1% | 240 |
|
|
2022
Q2 | $401K | Sell |
18,725
-834
| -4% | -$18.1K | 0.1% | 222 |
|
|
2022
Q1 | $460K | Buy |
19,559
+401
| +2% | +$9.6K | 0.09% | 230 |
|
|
2021
Q4 | $493K | Sell |
19,158
-10
| -0.1% | -$256 | 0.11% | 215 |
|
|
2021
Q3 | $494K | Buy |
19,168
+1,843
| +11% | +$47.9K | 0.12% | 201 |
|
|
2021
Q2 | $453K | Buy |
17,325
+1,349
| +8% | +$34.7K | 0.11% | 219 |
|
|
2021
Q1 | $408K | Buy |
15,976
+3,408
| +27% | +$86.4K | 0.11% | 230 |
|
|
2020
Q4 | $324K | Buy |
12,568
+1,846
| +17% | +$46.7K | 0.09% | 238 |
|
|
2020
Q3 | $265K | Buy |
+10,722
| New | +$263K | 0.09% | 245 |
|
Other funds holding PFFD
OWM
GXJ
FMLI