SWM
Seed Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
30,700
-2,725
| -8% | -$62.1K | 0.52% | 49 |
|
|
2025
Q1 | $791K | Sell |
33,425
-16,450
| -33% | -$389K | 0.64% | 41 |
|
|
2024
Q4 | $1.18M | Hold |
49,875
| – | – | 0.95% | 28 |
|
|
2024
Q3 | $1.2M | Sell |
49,875
-350
| -0.7% | -$8.42K | 0.96% | 27 |
|
|
2024
Q2 | $1.19M | Sell |
50,225
-8,830
| -15% | -$209K | 1.03% | 24 |
|
|
2024
Q1 | $1.4M | Sell |
59,055
-3,800
| -6% | -$90K | 1.34% | 17 |
|
|
2023
Q4 | $1.45M | Sell |
62,855
-9,830
| -14% | -$227K | 1.47% | 16 |
|
|
2023
Q3 | $1.67M | Sell |
72,685
-14,435
| -17% | -$331K | 1.88% | 14 |
|
|
2023
Q2 | $1.95M | Buy |
87,120
+41,461
| +91% | +$926K | 2.06% | 13 |
|
|
2023
Q1 | $1.04M | Buy |
45,659
+1,145
| +3% | +$26.2K | 1.18% | 23 |
|
|
2022
Q4 | $1M | Buy |
+44,514
| New | +$1M | 1.15% | 23 |
|