BBPWM
FLC

Blue Bell Private Wealth Management’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Blue Bell Private Wealth Management’s Portfolio FLC Stock Details FLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.8K Buy
932
+804
+628% +$13.7K ﹤0.01% 488
2025
Q1 		$2.15K Sell
128
-163
-56% -$2.74K ﹤0.01% 623
2024
Q4 		$4.86K Sell
291
-709
-71% -$11.8K ﹤0.01% 552
2024
Q3 		$17.3K Hold
1,000
– – ﹤0.01% 476
2024
Q2 		$15.5K Buy
+1,000
New +$15.5K ﹤0.01% 481