CWA
FFC
Clarus Wealth Advisors’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-9,821
| Closed | -$196K | – | 277 |
|
|
2019
Q2 | $196K | Sell |
9,821
-690
| -7% | -$13.8K | 0.14% | 111 |
|
|
2019
Q1 | $199K | Sell |
10,511
-2,567
| -20% | -$48.6K | 0.15% | 100 |
|
|
2018
Q4 | $219K | Sell |
13,078
-255
| -2% | -$4.27K | 0.34% | 71 |
|
|
2018
Q3 | $243K | Sell |
13,333
-837
| -6% | -$15.3K | 0.16% | 97 |
|
|
2018
Q2 | $269K | Hold |
14,170
| – | – | 0.2% | 65 |
|
|
2018
Q1 | $269K | Buy |
14,170
+1,657
| +13% | +$31.5K | 0.25% | 65 |
|
|
2017
Q4 | $256K | Buy |
+12,513
| New | +$256K | 0.25% | 72 |
|