EIP
PFD

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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,240
Closed -$115K – 244
2024
Q4 		$115K Sell
10,240
-202
-2% -$2.27K 0.02% 233
2024
Q3 		$125K Buy
+10,442
New +$125K 0.02% 237