SSWM
Sheets Smith Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,517
| Closed | -$28.5K | – | 451 |
|
|
2023
Q3 | $28.5K | Buy |
+1,517
| New | +$28.5K | ﹤0.01% | 417 |
|
|
2023
Q1 | – | Sell |
-60,339
| Closed | -$1.17M | – | 327 |
|
|
2022
Q4 | $1.17M | Sell |
60,339
-3,268
| -5% | -$63.3K | 0.18% | 117 |
|
|
2022
Q3 | $1.31M | Buy |
63,607
+1,220
| +2% | +$25K | 0.22% | 105 |
|
|
2022
Q2 | $1.32M | Sell |
62,387
-16,679
| -21% | -$354K | 0.22% | 103 |
|
|
2022
Q1 | $1.86M | Sell |
79,066
-2,982
| -4% | -$70.1K | 0.26% | 91 |
|
|
2021
Q4 | $2.11M | Buy |
82,048
+1,385
| +2% | +$35.7K | 0.26% | 89 |
|
|
2021
Q3 | $2.08M | Hold |
80,663
| – | – | 0.28% | 89 |
|
|
2021
Q2 | $2.11M | Buy |
80,663
+263
| +0.3% | +$6.88K | 0.28% | 86 |
|
|
2021
Q1 | $2.05M | Buy |
+80,400
| New | +$2.05M | 0.3% | 86 |
|