RVW Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
20,803
| – | – | 0.03% | 119 |
|
|
2025
Q1 | $396K | Hold |
20,803
| – | – | 0.04% | 109 |
|
|
2024
Q4 | $406K | Hold |
20,803
| – | – | 0.04% | 104 |
|
|
2024
Q3 | $432K | Sell |
20,803
-926
| -4% | -$19.2K | 0.04% | 102 |
|
|
2024
Q2 | $428K | Sell |
21,729
-17,017
| -44% | -$335K | 0.04% | 99 |
|
|
2024
Q1 | $781K | Buy |
38,746
+160
| +0.4% | +$3.23K | 0.08% | 76 |
|
|
2023
Q4 | $749K | Sell |
38,586
-772
| -2% | -$15K | 0.08% | 79 |
|
|
2023
Q3 | $740K | Sell |
39,358
-1,493
| -4% | -$28.1K | 0.09% | 78 |
|
|
2023
Q2 | $792K | Buy |
40,851
+2,777
| +7% | +$53.8K | 0.09% | 81 |
|
|
2023
Q1 | $756K | Sell |
38,074
-11,884
| -24% | -$236K | 0.09% | 84 |
|
|
2022
Q4 | $968K | Sell |
49,958
-13,244
| -21% | -$257K | 0.12% | 76 |
|
|
2022
Q3 | $1.3M | Buy |
63,202
+695
| +1% | +$14.3K | 0.18% | 67 |
|
|
2022
Q2 | $1.33M | Sell |
62,507
-6,133
| -9% | -$130K | 0.18% | 67 |
|
|
2022
Q1 | $1.61M | Sell |
68,640
-32,908
| -32% | -$773K | 0.19% | 58 |
|
|
2021
Q4 | $2.62M | Sell |
101,548
-507
| -0.5% | -$13.1K | 0.29% | 48 |
|
|
2021
Q3 | $3M | Buy |
102,055
+34,066
| +50% | +$1M | 0.36% | 43 |
|
|
2021
Q2 | $2M | Buy |
67,989
+22,752
| +50% | +$669K | 0.25% | 48 |
|
|
2021
Q1 | $1M | Buy |
45,237
+23,036
| +104% | +$509K | 0.13% | 91 |
|
|
2020
Q4 | $1M | Buy |
+22,201
| New | +$1M | 0.15% | 82 |
|