AWM
FFC
Aevitas Wealth Management’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,147
| Closed | -$350K | – | 101 |
|
|
2019
Q4 | $350K | Buy |
16,147
+75
| +0.5% | +$1.63K | 0.33% | 81 |
|
|
2019
Q3 | $337K | Buy |
16,072
+77
| +0.5% | +$1.62K | 0.34% | 80 |
|
|
2019
Q2 | $319K | Sell |
15,995
-10,911
| -41% | -$218K | 0.32% | 82 |
|
|
2019
Q1 | $508K | Sell |
26,906
-3,166
| -11% | -$59.8K | 0.45% | 62 |
|
|
2018
Q4 | $503K | Sell |
30,072
-15,921
| -35% | -$266K | 0.51% | 55 |
|
|
2018
Q3 | $838K | Sell |
45,993
-3,243
| -7% | -$59.1K | 0.76% | 38 |
|
|
2018
Q2 | $932K | Buy |
49,236
+201
| +0.4% | +$3.81K | 0.91% | 35 |
|
|
2018
Q1 | $932K | Sell |
49,035
-1,425
| -3% | -$27.1K | 0.93% | 33 |
|
|
2017
Q4 | $1.03M | Buy |
+50,460
| New | +$1.03M | 0.98% | 35 |
|