TrueWealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $563K | Sell |
|
|||||
|
2025
Q3 | $644K | Buy |
|
|||||
|
2025
Q2 | $620K | Sell |
|
|||||
|
2025
Q1 | $826K | Sell |
|
|||||
|
2024
Q4 | $859K | Sell |
|
|||||
|
2024
Q3 | $989K | Buy |
|
|||||
|
2024
Q2 | $936K | Sell |
|
|||||
|
2024
Q1 | $996K | Sell |
|
|||||
|
2023
Q4 | $1.29M | Sell |
|
|||||
|
2023
Q3 | $1.36M | Buy |
|
|||||
|
2023
Q2 | $1.33M | Buy |
|
|||||
|
2023
Q1 | $1.31M | Buy |
|
|||||
|
2022
Q4 | $1.05M | Buy |
|
|||||
|
2022
Q3 | $849K | Buy |
|