Walter & Keenan Wealth Management’s Global X Variable Rate Preferred ETF PFFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $210K | Sell |
|
|||||
|
2024
Q2 | $514K | Hold |
|
|||||
|
2024
Q1 | $515K | Sell |
|
|||||
|
2023
Q4 | $549K | Sell |
|
|||||
|
2023
Q3 | $693K | Sell |
|
|||||
|
2023
Q2 | $684K | Sell |
|
|||||
|
2023
Q1 | $837K | Sell |
|
|||||
|
2022
Q4 | $980K | Buy |
|
|||||
|
2022
Q3 | $1.02M | Buy |
|
|||||
|
2022
Q2 | $972K | Buy |
|