David Kennon Inc PFFD Holdings History
Number of Shares
421,415.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
3.19%
Total Estimate Gain
$-394,700.53
% of Total Estimate Gain
-4.69%
David Kennon Inc's Global X U.S. Preferred ETF Holding Summary
As of 2025-03-31, David Kennon Inc held 421,415.00 shares of Global X U.S. Preferred ETF(PFFD), totaling $8.02 Mil. This investment constitutes 3.19% of their stock portfolio, and David Kennon Inc now holds 0.34% of the outstanding Global X U.S. Preferred ETF(PFFD) stock.
The initial trade took place in 2022Q4. And since then David Kennon Inc has made 10 purchases of PFFD, at an average price of $19.98, for a total of 421,415.00 shares. Based on historical transaction data and PFFD's current price of $19.04, David Kennon Inc's estimated gain on his PFFD holdings is $-394,700.53, reflecting a -4.69% gain to date.
David Kennon Inc PFFD ($19.04) Holding Chart
David Kennon Inc PFFD ($19.04) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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