WealthBridge Capital Management’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 | $484K | Hold |
25,700
| – | – | 0.12% | 121 |
|
|
2025
Q1 | $489K | Sell |
25,700
-700
| -3% | -$13.3K | 0.14% | 108 |
|
|
2024
Q4 | $515K | Hold |
26,400
| – | – | 0.14% | 109 |
|
|
2024
Q3 | $549K | Hold |
26,400
| – | – | 0.16% | 103 |
|
|
2024
Q2 | $520K | Hold |
26,400
| – | – | 0.17% | 96 |
|
|
2024
Q1 | $532K | Hold |
26,400
| – | – | 0.18% | 93 |
|
|
2023
Q4 | $512K | Sell |
26,400
-600
| -2% | -$11.6K | 0.19% | 88 |
|
|
2023
Q3 | $508K | Sell |
27,000
-4,300
| -14% | -$80.9K | 0.21% | 86 |
|
|
2023
Q2 | $607K | Hold |
31,300
| – | – | 0.24% | 77 |
|
|
2023
Q1 | $622K | Hold |
31,300
| – | – | 0.25% | 80 |
|
|
2022
Q4 | $606K | Buy |
31,300
+19,500
| +165% | +$378K | 0.25% | 78 |
|
|
2022
Q3 | $250K | Hold |
11,800
| – | – | 0.11% | 165 |
|
|
2022
Q2 | $250K | Buy |
+11,800
| New | +$250K | 0.11% | 165 |
|