WCG Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $447K | Buy |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $655K | Buy |
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|
2023
Q4 | $559K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $811K | Buy |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $945K | Buy |
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