Zimmermann Investment Management & Planning’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
2022 Q4	–	Sell	-16,811	Closed	-$345K	–	94
2022 Q3	$345K	Sell	16,811 -6,306	-27%	-$129K	0.21%	68
2022 Q2	$490K	Sell	23,117 -35,224	-60%	-$747K	0.34%	61
2022 Q1	$1.37M	Sell	58,341 -109,913	-65%	-$2.58M	0.81%	34
2021 Q4	$4.33M	Buy	+168,254	New	+$4.33M	2.43%	15