Whittier Trust’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 | $328K | Hold |
17,446
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $332K | Sell |
17,446
-1,618
| -8% | -$30.8K | ﹤0.01% | 549 |
|
|
2024
Q4 | $372K | Hold |
19,064
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $396K | Hold |
19,064
| – | – | 0.01% | 546 |
|
|
2024
Q2 | $375K | Sell |
19,064
-1,192
| -6% | -$23.5K | 0.01% | 535 |
|
|
2024
Q1 | $408K | Sell |
20,256
-3,289
| -14% | -$66.3K | 0.01% | 527 |
|
|
2023
Q4 | $457K | Buy |
+23,545
| New | +$457K | 0.01% | 494 |
|
|
2022
Q4 | – | Sell |
-1,805
| Closed | -$37K | – | 1695 |
|
|
2022
Q3 | $37K | Sell |
1,805
-170
| -9% | -$3.49K | ﹤0.01% | 1024 |
|
|
2022
Q2 | $42K | Buy |
+1,975
| New | +$42K | ﹤0.01% | 994 |
|