Ellis Investment Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Ellis Investment Partners’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 Q1	–	Sell
2024 Q4	$115K	Sell
2024 Q3	$125K	Buy