BAM
PFO

Belpointe Asset Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Belpointe Asset Management’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,500
Closed -$45.4K – 2548
2023
Q1 		$45.4K Sell
5,500
-1,000
-15% -$8.25K ﹤0.01% 1759
2022
Q4 		$55.9K Buy
+6,500
New +$55.9K ﹤0.01% 1538