Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,350
| Closed | -$29K | – | 385 |
|
|
2022
Q2 | $29K | Hold |
1,350
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $32K | Hold |
1,350
| – | – | 0.01% | 310 |
|
|
2021
Q4 | $35K | Buy |
1,350
+1,200
| +800% | +$31.1K | 0.01% | 294 |
|
|
2021
Q3 | $4K | Hold |
150
| – | – | ﹤0.01% | 503 |
|
|
2021
Q2 | $4K | Hold |
150
| – | – | ﹤0.01% | 472 |
|
|
2021
Q1 | $4K | Hold |
150
| – | – | ﹤0.01% | 461 |
|
|
2020
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 391 |
|