Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,322
| Closed | -$338K | – | 710 |
|
|
2024
Q4 | $338K | Sell |
17,322
-11,882
| -41% | -$232K | 0.01% | 498 |
|
|
2024
Q3 | $607K | Buy |
29,204
+5,440
| +23% | +$113K | 0.02% | 363 |
|
|
2024
Q2 | $468K | Buy |
+23,764
| New | +$468K | 0.01% | 408 |
|
|
2021
Q2 | – | Sell |
-3,864
| Closed | -$99K | – | 1345 |
|
|
2021
Q1 | $99K | Buy |
3,864
+49
| +1% | +$1.26K | ﹤0.01% | 610 |
|
|
2020
Q4 | $98K | Buy |
3,815
+49
| +1% | +$1.26K | 0.01% | 566 |
|
|
2020
Q3 | $93K | Buy |
3,766
+51
| +1% | +$1.26K | 0.01% | 477 |
|
|
2020
Q2 | $87K | Buy |
+3,715
| New | +$87K | 0.01% | 525 |
|