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Birchwood Financial Partners’s PIMCO Preferred and Capital Securities Active Exchange-Traded Fund PRFD Stock Holding History

Birchwood Financial Partners’s Portfolio PRFD Stock Details PRFD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$178K Sell
2025
Q4 		$229K Buy