Roger Wittlin Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,628
| Closed | -$400K | – | 49 |
|
|
2023
Q4 | $400K | Sell |
20,628
-66
| -0.3% | -$1.28K | 0.3% | 33 |
|
|
2023
Q3 | $389K | Sell |
20,694
-26,441
| -56% | -$497K | 0.33% | 33 |
|
|
2023
Q2 | $914K | Buy |
47,135
+758
| +2% | +$14.7K | 0.74% | 25 |
|
|
2023
Q1 | $921K | Buy |
46,377
+707
| +2% | +$14K | 0.82% | 24 |
|
|
2022
Q4 | $885K | Buy |
+45,670
| New | +$885K | 0.88% | 22 |
|