WWM
WT Wealth Management’s Global X US Preferred ETF PFFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-44,976
| Closed | -$954K | – | 99 |
|
|
2022
Q2 | $954K | Buy |
44,976
+8,752
| +24% | +$186K | 0.47% | 70 |
|
|
2022
Q1 | $851K | Sell |
36,224
-11,624
| -24% | -$273K | 0.33% | 76 |
|
|
2021
Q4 | $1.24M | Buy |
47,848
+1,843
| +4% | +$47.6K | 0.45% | 68 |
|
|
2021
Q3 | $1.19M | Sell |
46,005
-3,230
| -7% | -$83.2K | 0.46% | 71 |
|
|
2021
Q2 | $1.29M | Buy |
49,235
+9,795
| +25% | +$256K | 0.52% | 62 |
|
|
2021
Q1 | $1.01M | Sell |
39,440
-47,964
| -55% | -$1.22M | 0.47% | 65 |
|
|
2020
Q4 | $2.26M | Sell |
87,404
-1,600
| -2% | -$41.4K | 1.23% | 21 |
|
|
2020
Q3 | $2.2M | Buy |
+89,004
| New | +$2.2M | 1.46% | 19 |
|