WWA
WCG Wealth Advisors’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
20,227
-208
| -1% | -$3.92K | 0.02% | 316 |
|
|
2025
Q1 | $389K | Sell |
20,435
-1,406
| -6% | -$26.8K | 0.03% | 255 |
|
|
2024
Q4 | $426K | Buy |
21,841
+347
| +2% | +$6.77K | 0.03% | 274 |
|
|
2024
Q3 | $447K | Buy |
21,494
+1,351
| +7% | +$28.1K | 0.03% | 281 |
|
|
2024
Q2 | $396K | Sell |
20,143
-12,329
| -38% | -$242K | 0.03% | 255 |
|
|
2024
Q1 | $655K | Buy |
32,472
+3,640
| +13% | +$73.4K | 0.05% | 207 |
|
|
2023
Q4 | $559K | Sell |
28,832
-6,587
| -19% | -$128K | 0.04% | 240 |
|
|
2023
Q3 | $715K | Sell |
35,419
-6,168
| -15% | -$125K | 0.05% | 223 |
|
|
2023
Q2 | $811K | Buy |
41,587
+2,317
| +6% | +$45.2K | 0.09% | 121 |
|
|
2023
Q1 | $780K | Sell |
39,270
-6,895
| -15% | -$137K | 0.1% | 122 |
|
|
2022
Q4 | $894K | Buy |
46,165
+5,480
| +13% | +$106K | 0.12% | 116 |
|
|
2022
Q3 | $945K | Sell |
40,685
-3,850
| -9% | -$89.4K | 0.13% | 130 |
|
|
2022
Q2 | $945K | Buy |
+44,535
| New | +$945K | 0.13% | 124 |
|