CIA
PFD

Cape Investment Advisory’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Cape Investment Advisory’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.26K Hold
2025
Q1 		$2.24K Hold
2024
Q4 		$2.25K Hold
2024
Q3 		$2.39K Hold
2024
Q2 		$2.09K Hold
2024
Q1 		$2.12K Hold
2023
Q4 		$1.98K Hold
2023
Q3 		$1.83K Hold
2023
Q2 		$1.97K Hold
2023
Q1 		$2.12K Buy