Creative Planning’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $139K | Sell |
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|
2018
Q4 | $128K | Sell |
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|
2018
Q3 | $191K | Hold |
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|
2018
Q2 | $199K | Hold |
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|
2018
Q1 | $200K | Buy |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $161K | Sell |
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|
2017
Q2 | $170K | Buy |
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|
2017
Q1 | $45K | Buy |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $30K | Sell |
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|
2016
Q2 | $137K | Buy |
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|
2016
Q1 | $124K | Buy |
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|
2015
Q4 | $26K | Hold |
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|
2015
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $30K | Sell |
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|
2014
Q4 | $49K | Buy |
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|
2014
Q3 | $27K | Hold |
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|
2014
Q2 | $29K | Hold |
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|
2014
Q1 | $28K | Hold |
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|
2013
Q4 | $25K | Hold |
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|
2013
Q3 | $25K | Buy |
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|
2013
Q2 | $14K | Buy |
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