CreativeOne Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $191K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $313K | Buy |
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|
2025
Q2 | $115K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $542K | Buy |
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|
2021
Q1 | $328K | Buy |
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|
2020
Q4 | $275K | Buy |
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