BAG
PFD

Bridgewealth Advisory Group’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Bridgewealth Advisory Group’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$314K Buy
+27,733
New +$314K 0.08% 90
2025
Q1 		– Sell
-27,733
Closed -$316K – 92
2024
Q4 		$316K Buy
27,733
+14,688
+113% +$167K 0.09% 82
2024
Q3 		$156K Buy
+13,045
New +$156K 0.06% 89