PFD
Cetera Investment Advisers’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $123K | Buy |
10,858
+31
| +0.3% | +$351 | ﹤0.01% | 3852 |
|
|
2025
Q1 | $121K | Buy |
10,827
+30
| +0.3% | +$337 | ﹤0.01% | 3727 |
|
|
2024
Q4 | $121K | Buy |
10,797
+334
| +3% | +$3.75K | ﹤0.01% | 3538 |
|
|
2024
Q3 | $125K | Buy |
10,463
+29
| +0.3% | +$347 | ﹤0.01% | 3495 |
|
|
2024
Q2 | $109K | Sell |
10,434
-1,827
| -15% | -$19.1K | ﹤0.01% | 3500 |
|
|
2024
Q1 | $130K | Buy |
+12,261
| New | +$130K | ﹤0.01% | 3452 |
|
|
2023
Q2 | – | Sell |
-10,361
| Closed | -$110K | – | 2254 |
|
|
2023
Q1 | $110K | Buy |
10,361
+150
| +1% | +$1.59K | ﹤0.01% | 2054 |
|
|
2022
Q4 | $113K | Hold |
10,211
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q3 | $108K | Hold |
10,211
| – | – | ﹤0.01% | 1578 |
|
|
2022
Q2 | $128K | Sell |
10,211
-830
| -8% | -$10.4K | ﹤0.01% | 1717 |
|
|
2022
Q1 | $153K | Sell |
11,041
-345
| -3% | -$4.78K | ﹤0.01% | 1760 |
|
|
2021
Q4 | $199K | Hold |
11,386
| – | – | ﹤0.01% | 1742 |
|
|
2021
Q3 | $179K | Sell |
11,386
-3,990
| -26% | -$62.7K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $257K | Buy |
15,376
+1,705
| +12% | +$28.5K | ﹤0.01% | 1511 |
|
|
2021
Q1 | $242K | Buy |
13,671
+875
| +7% | +$15.5K | ﹤0.01% | 1365 |
|
|
2020
Q4 | $242K | Buy |
+12,796
| New | +$242K | ﹤0.01% | 1363 |
|