Future Financial Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,282
| Closed | -$140K | – | 120 |
|
|
2022
Q4 | $140K | Buy |
16,282
+2,838
| +21% | +$24.4K | 0.16% | 110 |
|
|
2022
Q3 | $128K | Buy |
+13,444
| New | +$128K | 0.15% | 116 |
|
|
2022
Q2 | – | Sell |
-8,806
| Closed | -$101K | – | 383 |
|
|
2022
Q1 | $101K | Buy |
8,806
+5,675
| +181% | +$65.1K | 0.08% | 179 |
|
|
2021
Q4 | $40K | Buy |
+3,131
| New | +$40K | 0.03% | 303 |
|