TrueWealth Advisors’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 | $620K | Sell |
32,941
-10,421
| -24% | -$196K | 0.18% | 98 |
|
|
2025
Q1 | $826K | Sell |
43,362
-643
| -1% | -$12.2K | 0.27% | 72 |
|
|
2024
Q4 | $859K | Sell |
44,005
-3,583
| -8% | -$69.9K | 0.29% | 73 |
|
|
2024
Q3 | $989K | Buy |
47,588
+34
| +0.1% | +$707 | 0.33% | 65 |
|
|
2024
Q2 | $936K | Sell |
47,554
-1,862
| -4% | -$36.6K | 0.35% | 58 |
|
|
2024
Q1 | $996K | Sell |
49,416
-16,836
| -25% | -$339K | 0.38% | 54 |
|
|
2023
Q4 | $1.29M | Sell |
66,252
-6,217
| -9% | -$121K | 0.5% | 40 |
|
|
2023
Q3 | $1.36M | Buy |
72,469
+4,055
| +6% | +$76.3K | 0.58% | 35 |
|
|
2023
Q2 | $1.33M | Buy |
68,414
+2,492
| +4% | +$48.3K | 0.54% | 38 |
|
|
2023
Q1 | $1.31M | Buy |
65,922
+11,582
| +21% | +$230K | 0.55% | 41 |
|
|
2022
Q4 | $1.05M | Buy |
54,340
+12,933
| +31% | +$251K | 0.46% | 45 |
|
|
2022
Q3 | $849K | Buy |
+41,407
| New | +$849K | 0.4% | 51 |
|