SP
SWS Partners’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5M | Buy |
265,414
+16,204
| +7% | +$305K | 1.35% | 16 |
|
|
2025
Q1 | $4.74M | Buy |
249,210
+24,174
| +11% | +$460K | 1.56% | 13 |
|
|
2024
Q4 | $4.41M | Buy |
225,036
+44,903
| +25% | +$881K | 1.34% | 15 |
|
|
2024
Q3 | $3.74M | Sell |
180,133
-10,822
| -6% | -$225K | 1.19% | 18 |
|
|
2024
Q2 | $3.76M | Buy |
190,955
+3,832
| +2% | +$75.4K | 1.12% | 27 |
|
|
2024
Q1 | $3.77M | Sell |
187,123
-4,404
| -2% | -$88.8K | 1.13% | 28 |
|
|
2023
Q4 | $3.72M | Buy |
191,527
+70,780
| +59% | +$1.37M | 1.21% | 20 |
|
|
2023
Q3 | $2.27M | Buy |
+120,747
| New | +$2.27M | 0.84% | 51 |
|