Cooper Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,689
| Closed | -$187K | – | 405 |
|
|
2024
Q3 | $187K | Buy |
15,689
+2,356
| +18% | +$28.2K | 0.02% | 374 |
|
|
2024
Q2 | $139K | Buy |
13,333
+31
| +0.2% | +$324 | 0.02% | 369 |
|
|
2024
Q1 | $141K | Sell |
13,302
-400
| -3% | -$4.24K | 0.02% | 347 |
|
|
2023
Q4 | $135K | Sell |
13,702
-6,400
| -32% | -$63.2K | 0.02% | 338 |
|
|
2023
Q3 | $184K | Hold |
20,102
| – | – | 0.04% | 316 |
|
|
2023
Q2 | $198K | Hold |
20,102
| – | – | 0.05% | 308 |
|
|
2023
Q1 | $213K | Buy |
20,102
+3,620
| +22% | +$38.4K | 0.06% | 280 |
|
|
2022
Q4 | $183K | Buy |
+16,482
| New | +$183K | 0.06% | 283 |
|