Waverly 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 | $1.28M | Buy |
68,159
+1,977
| +3% | +$37.2K | 0.01% | 565 |
|
|
2025
Q1 | $1.26M | Sell |
66,182
-262
| -0.4% | -$4.99K | 0.02% | 563 |
|
|
2024
Q4 | $1.3M | Sell |
66,444
-1,278
| -2% | -$24.9K | 0.02% | 466 |
|
|
2024
Q3 | $1.41M | Buy |
67,722
+293
| +0.4% | +$6.09K | 0.03% | 390 |
|
|
2024
Q2 | $1.33M | Buy |
67,429
+6,479
| +11% | +$128K | 0.03% | 387 |
|
|
2024
Q1 | $1.23M | Buy |
+60,950
| New | +$1.23M | 0.03% | 332 |
|