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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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