Steward Partners Investment Advisory’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 | $12M | Buy |
635,671
+32,581
| +5% | +$614K | 0.09% | 219 |
|
|
2025
Q1 | $11.5M | Buy |
603,090
+44,865
| +8% | +$854K | 0.1% | 199 |
|
|
2024
Q4 | $10.9M | Buy |
558,225
+7,767
| +1% | +$152K | 0.1% | 206 |
|
|
2024
Q3 | $11.4M | Buy |
550,458
+15,360
| +3% | +$319K | 0.11% | 191 |
|
|
2024
Q2 | $10.5M | Buy |
535,098
+84,795
| +19% | +$1.67M | 0.11% | 181 |
|
|
2024
Q1 | $9.08M | Buy |
450,303
+32,817
| +8% | +$662K | 0.1% | 213 |
|
|
2023
Q4 | $8.1M | Buy |
417,486
+186,258
| +81% | +$3.61M | 0.11% | 200 |
|
|
2023
Q3 | $4.35M | Buy |
231,228
+8,898
| +4% | +$167K | 0.07% | 284 |
|
|
2023
Q2 | $4.31M | Buy |
222,330
+17,879
| +9% | +$347K | 0.06% | 295 |
|
|
2023
Q1 | $4.06M | Buy |
+204,451
| New | +$4.06M | 0.07% | 298 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$6K | – | 3340 |
|
|
2022
Q2 | $6K | Buy |
300
+150
| +100% | +$3K | ﹤0.01% | 2704 |
|
|
2022
Q1 | $4K | Sell |
150
-14,389
| -99% | -$384K | ﹤0.01% | 2972 |
|
|
2021
Q4 | $375K | Sell |
14,539
-1,432
| -9% | -$36.9K | 0.01% | 1052 |
|
|
2021
Q3 | $411K | Sell |
15,971
-2
| -0% | -$51 | 0.01% | 979 |
|
|
2021
Q2 | $418K | Buy |
15,973
+8,323
| +109% | +$218K | 0.01% | 1005 |
|
|
2021
Q1 | $195K | Buy |
7,650
+400
| +6% | +$10.2K | ﹤0.01% | 1317 |
|
|
2020
Q4 | $187K | Buy |
7,250
+3,100
| +75% | +$80K | ﹤0.01% | 1100 |
|
|
2020
Q3 | $103K | Buy |
+4,150
| New | +$103K | ﹤0.01% | 1212 |
|