CW
PFD

CreativeOne Wealth’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

CreativeOne Wealth’s Portfolio PFD Stock Details PFD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
2025
Q3 		$313K Buy
2025
Q2 		$115K Buy
2023
Q1 		– Sell
2022
Q4 		$207K Buy
2022
Q1 		– Sell
2021
Q4 		$221K Sell
2021
Q3 		$357K Sell
2021
Q2 		$542K Buy
2021
Q1 		$328K Buy
2020
Q4 		$275K Buy