Belpointe Asset Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-500
| Closed | -$5.56K | – | 3820 |
|
|
2022
Q4 | $5.56K | Buy |
+500
| New | +$5.56K | ﹤0.01% | 2888 |
|
|
2022
Q3 | – | Sell |
-10,703
| Closed | -$102K | – | 1220 |
|
|
2022
Q2 | $102K | Sell |
10,703
-1,797
| -14% | -$17.1K | 0.01% | 1108 |
|
|
2022
Q1 | $144K | Sell |
12,500
-1,558
| -11% | -$17.9K | 0.01% | 1062 |
|
|
2021
Q4 | $180K | Sell |
14,058
-692
| -5% | -$8.86K | 0.01% | 939 |
|
|
2021
Q3 | $191K | Buy |
+14,750
| New | +$191K | 0.01% | 876 |
|