United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-9,364
| Closed | -$245K | – | 1228 |
|
|
2021
Q2 | $245K | Buy |
9,364
+1,320
| +16% | +$34.5K | ﹤0.01% | 1078 |
|
|
2021
Q1 | $205K | Buy |
8,044
+239
| +3% | +$6.09K | ﹤0.01% | 1113 |
|
|
2020
Q4 | $201K | Sell |
7,805
-14,366
| -65% | -$370K | ﹤0.01% | 1123 |
|
|
2020
Q3 | $549K | Sell |
22,171
-33,620
| -60% | -$833K | ﹤0.01% | 806 |
|
|
2020
Q2 | $1.31M | Sell |
55,791
-6,507
| -10% | -$153K | 0.01% | 592 |
|
|
2020
Q1 | $1.36M | Buy |
+62,298
| New | +$1.36M | 0.01% | 564 |
|