Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,693
| Closed | -$83K | – | 581 |
|
|
2021
Q1 | $83K | Buy |
+4,693
| New | +$83K | 0.02% | 281 |
|
|
2020
Q2 | $65K | Buy |
4,480
+78
| +2% | +$1.13K | 0.02% | 265 |
|
|
2020
Q1 | $53K | Buy |
4,402
+69
| +2% | +$831 | 0.02% | 266 |
|
|
2019
Q4 | $67K | Buy |
4,333
+65
| +2% | +$1.01K | 0.02% | 277 |
|
|
2019
Q3 | $64K | Buy |
4,268
+67
| +2% | +$1.01K | 0.02% | 284 |
|
|
2019
Q2 | $62K | Buy |
4,201
+70
| +2% | +$1.03K | 0.02% | 288 |
|
|
2019
Q1 | $57K | Buy |
4,131
+73
| +2% | +$1.01K | 0.02% | 281 |
|
|
2018
Q4 | $47K | Buy |
4,058
+74
| +2% | +$857 | 0.02% | 285 |
|
|
2018
Q3 | $52K | Buy |
3,984
+69
| +2% | +$901 | 0.02% | 291 |
|
|
2018
Q2 | $53K | Sell |
3,915
-1,438
| -27% | -$19.5K | 0.03% | 275 |
|
|
2018
Q1 | $72K | Buy |
5,353
+91
| +2% | +$1.22K | 0.04% | 223 |
|
|
2017
Q4 | $78K | Buy |
+5,262
| New | +$78K | 0.06% | 182 |
|