Roosevelt Investment Group’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
2022
Q3
$1.26M Buy
61,561
+1,816
+3% +$37.3K 0.09% 108
2022
Q2
$1.27M Buy
59,745
+1,080
+2% +$22.9K 0.09% 110
2022
Q1
$1.38M Buy
58,665
+1,932
+3% +$45.4K 0.08% 117
2021
Q4
$1.46M Buy
56,733
+7,518
+15% +$194K 0.08% 112
2021
Q3
$1.27M Buy
49,215
+334
+0.7% +$8.61K 0.08% 117
2021
Q2
$1.28M Buy
48,881
+4,914
+11% +$129K 0.08% 114
2021
Q1
$1.12M Buy
43,967
+12,692
+41% +$324K 0.07% 123
2020
Q4
$807K Buy
31,275
+3,024
+11% +$78K 0.06% 136
2020
Q3
$699K Buy
28,251
+1,752
+7% +$43.3K 0.06% 133
2020
Q2
$623K Buy
+26,499
New +$623K 0.06% 95