Carson Wealth (CWM LLC)’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Sell |
1,510
-48
| -3% | -$795 | ﹤0.01% | 3767 |
|
|
2025
Q1 | $25K | Hold |
1,558
| – | – | ﹤0.01% | 3511 |
|
|
2024
Q4 | $24K | Hold |
1,558
| – | – | ﹤0.01% | 3310 |
|
|
2024
Q3 | $26K | Sell |
1,558
-102
| -6% | -$1.7K | ﹤0.01% | 3198 |
|
|
2024
Q2 | $25K | Hold |
1,660
| – | – | ﹤0.01% | 2963 |
|
|
2024
Q1 | $25K | Buy |
1,660
+34
| +2% | +$512 | ﹤0.01% | 2750 |
|
|
2023
Q4 | $23K | Buy |
1,626
+1,376
| +550% | +$19.5K | ﹤0.01% | 2684 |
|
|
2023
Q3 | $3K | Buy |
250
+100
| +67% | +$1.2K | ﹤0.01% | 3658 |
|
|
2023
Q2 | $2K | Sell |
150
-1,000
| -87% | -$13.3K | ﹤0.01% | 3780 |
|
|
2023
Q1 | $16K | Buy |
1,150
+1,000
| +667% | +$13.9K | ﹤0.01% | 2644 |
|
|
2022
Q4 | $2K | Hold |
150
| – | – | ﹤0.01% | 3538 |
|
|
2022
Q3 | $2K | Buy |
+150
| New | +$2K | ﹤0.01% | 3447 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 3860 |
|
|
2022
Q1 | $0 | Sell |
3
-457
| -99% | – | ﹤0.01% | 3611 |
|
|
2021
Q4 | $10K | Buy |
+460
| New | +$10K | ﹤0.01% | 2340 |
|
|
2021
Q2 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2021
Q1 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2020
Q4 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2020
Q3 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2020
Q2 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2020
Q1 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2019
Q4 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2019
Q3 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2019
Q2 | $10K | Hold |
460
| – | – | ﹤0.01% | 2092 |
|
|
2019
Q1 | $10K | Buy |
+460
| New | +$10K | ﹤0.01% | 2092 |
|