BRWM
PFD

B. Riley Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

B. Riley Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,000
Closed -$13K – 586
2015
Q2 		$13K Hold
1,000
– – 0.01% 693
2015
Q1 		$15K Hold
1,000
– – 0.01% 676
2014
Q4 		$14K Hold
1,000
– – 0.01% 665
2014
Q3 		$13K Hold
1,000
– – 0.01% 714
2014
Q2 		$14K Buy
+1,000
New +$14K 0.01% 752