Envestnet Asset Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $1.43M | Buy |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.22M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $357K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
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|
2021
Q1 | $193K | Hold |
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|
2020
Q4 | $193K | Buy |
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|
2020
Q3 | $171K | Hold |
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|
2020
Q2 | $160K | Hold |
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|
2020
Q1 | $143K | Sell |
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|
2019
Q4 | $202K | Sell |
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|
2019
Q3 | $214K | Sell |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $229K | Sell |
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|
2018
Q4 | $218K | Buy |
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