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 |
|