Atticus Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,746
Closed -$25.8K 536
2024
Q3
$25.8K Buy
2,746
+44
+2% +$414 0.01% 309
2024
Q2
$22.9K Buy
2,702
+46
+2% +$390 0.01% 299
2024
Q1
$22.4K Buy
2,656
+57
+2% +$481 0.01% 316
2023
Q4
$20.7K Buy
2,599
+47
+2% +$374 0.01% 327
2023
Q3
$19K Buy
2,552
+44
+2% +$327 0.01% 339
2023
Q2
$20.1K Buy
+2,508
New +$20.1K 0.01% 337