Cape Investment Advisory’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26K | Hold |
200
| – | – | ﹤0.01% | 921 |
|
|
2025
Q1 | $2.24K | Hold |
200
| – | – | ﹤0.01% | 878 |
|
|
2024
Q4 | $2.25K | Hold |
200
| – | – | ﹤0.01% | 862 |
|
|
2024
Q3 | $2.39K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2024
Q2 | $2.09K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2024
Q1 | $2.12K | Hold |
200
| – | – | ﹤0.01% | 762 |
|
|
2023
Q4 | $1.98K | Hold |
200
| – | – | ﹤0.01% | 926 |
|
|
2023
Q3 | $1.83K | Hold |
200
| – | – | ﹤0.01% | 793 |
|
|
2023
Q2 | $1.97K | Hold |
200
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $2.12K | Buy |
+200
| New | +$2.12K | ﹤0.01% | 800 |
|