Cerity Partners’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
2023 Q2	–	Sell	-13,400	Closed	-$142K	–	1876
2023 Q1	$142K	Sell	13,400 -1,500	-10%	-$15.9K	﹤0.01%	1747
2022 Q4	$166K	Buy	+14,900	New	+$166K	﹤0.01%	1368