RWA
Rooted Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,655
| Closed | -$219K | – | 99 |
|
|
2024
Q3 | $219K | Sell |
10,655
-2,845
| -21% | -$58.5K | 0.1% | 93 |
|
|
2024
Q2 | $269K | Buy |
13,500
+2,308
| +21% | +$46K | 0.12% | 75 |
|
|
2024
Q1 | $224K | Buy |
11,192
+1,009
| +10% | +$20.2K | 0.11% | 76 |
|
|
2023
Q4 | $202K | Buy |
+10,183
| New | +$202K | 0.11% | 72 |
|