BBPWM
PFO

Blue Bell Private Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Blue Bell Private Wealth 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
2025
Q2 		$9.25K Buy
+1,000
New +$9.25K ﹤0.01% 534
2024
Q4 		– Sell
-3,668
Closed -$34.5K – 702
2024
Q3 		$34.5K Buy
3,668
+1,076
+42% +$10.1K 0.01% 405
2024
Q2 		$22K Buy
+2,592
New +$22K ﹤0.01% 449