SageView Advisory Group’s Global X US Preferred ETF PFFD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-45,694
Closed -$918K 739
2023
Q4
$918K Sell
45,694
-4,780
-9% -$96.1K 0.04% 273
2023
Q3
$949K Sell
50,474
-4,238
-8% -$79.7K 0.05% 217
2023
Q2
$1.06M Buy
+54,712
New +$1.06M 0.06% 217