AE Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-60,069
| Closed | -$1.21M | – | 1286 |
|
2020
Q2 | $1.21M | Buy |
60,069
+22,478
| +60% | +$452K | 0.02% | 556 |
|
2020
Q1 | $628K | Sell |
37,591
-35,638
| -49% | -$595K | 0.01% | 608 |
|
2019
Q4 | $1.59M | Buy |
73,229
+11,818
| +19% | +$256K | 0.03% | 408 |
|
2019
Q3 | $1.29M | Buy |
61,411
+7,764
| +14% | +$163K | 0.04% | 377 |
|
2019
Q2 | $1.07M | Buy |
+53,647
| New | +$1.07M | 0.03% | 395 |
|