Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,290
| Closed | -$14K | – | 4163 |
|
|
2022
Q3 | $14K | Hold |
1,290
| – | – | ﹤0.01% | 2479 |
|
|
2022
Q2 | $16K | Hold |
1,290
| – | – | ﹤0.01% | 2270 |
|
|
2022
Q1 | $18K | Hold |
1,290
| – | – | ﹤0.01% | 2141 |
|
|
2021
Q4 | $23K | Buy |
+1,290
| New | +$23K | ﹤0.01% | 1922 |
|
|
2021
Q2 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2021
Q1 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q4 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q3 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q2 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2020
Q1 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2019
Q4 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2019
Q3 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2019
Q2 | $22K | Hold |
1,290
| – | – | ﹤0.01% | 1752 |
|
|
2019
Q1 | $22K | Buy |
+1,290
| New | +$22K | ﹤0.01% | 1752 |
|