Advisornet Financial’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,300
| Closed | -$23K | – | 2127 |
|
|
2021
Q4 | $23K | Hold |
1,300
| – | – | ﹤0.01% | 1248 |
|
|
2021
Q3 | $20K | Sell |
1,300
-1,200
| -48% | -$18.5K | ﹤0.01% | 1246 |
|
|
2021
Q2 | $42K | Hold |
2,500
| – | – | ﹤0.01% | 1030 |
|
|
2021
Q1 | $44K | Hold |
2,500
| – | – | ﹤0.01% | 962 |
|
|
2020
Q4 | $47K | Hold |
2,500
| – | – | ﹤0.01% | 881 |
|
|
2020
Q3 | $41K | Hold |
2,500
| – | – | ﹤0.01% | 900 |
|
|
2020
Q2 | $36K | Hold |
2,500
| – | – | ﹤0.01% | 938 |
|
|
2020
Q1 | $30K | Hold |
2,500
| – | – | ﹤0.01% | 947 |
|
|
2019
Q4 | $39K | Hold |
2,500
| – | – | ﹤0.01% | 969 |
|
|
2019
Q3 | $37K | Hold |
2,500
| – | – | ﹤0.01% | 1006 |
|
|
2019
Q2 | $37K | Hold |
2,500
| – | – | ﹤0.01% | 895 |
|
|
2019
Q1 | $34K | Hold |
2,500
| – | – | ﹤0.01% | 844 |
|
|
2018
Q4 | $29K | Buy |
2,500
+1,300
| +108% | +$15.1K | ﹤0.01% | 825 |
|
|
2018
Q3 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 1007 |
|
|
2018
Q2 | $16K | Hold |
1,200
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q1 | $16K | Buy |
+1,200
| New | +$16K | ﹤0.01% | 973 |
|