CreativeOne Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
+10,200
| New | +$115K | ﹤0.01% | 1089 |
|
|
2023
Q1 | – | Sell |
-18,600
| Closed | -$207K | – | 825 |
|
|
2022
Q4 | $207K | Buy |
+18,600
| New | +$207K | 0.01% | 689 |
|
|
2022
Q1 | – | Sell |
-12,600
| Closed | -$221K | – | 795 |
|
|
2021
Q4 | $221K | Sell |
12,600
-10,075
| -44% | -$177K | 0.01% | 688 |
|
|
2021
Q3 | $357K | Sell |
22,675
-9,775
| -30% | -$154K | 0.02% | 501 |
|
|
2021
Q2 | $542K | Buy |
32,450
+13,950
| +75% | +$233K | 0.03% | 365 |
|
|
2021
Q1 | $328K | Buy |
18,500
+4,000
| +28% | +$70.9K | 0.02% | 423 |
|
|
2020
Q4 | $275K | Buy |
+14,500
| New | +$275K | 0.02% | 391 |
|