Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.33K | Hold |
|
|||||
|
2025
Q2 | $4.07K | Sell |
|
|||||
|
2025
Q1 | $10.3K | Buy |
|
|||||
|
2024
Q4 | $4.05K | Hold |
|
|||||
|
2024
Q3 | $4.3K | Hold |
|
|||||
|
2024
Q2 | $3.76K | Hold |
|
|||||
|
2024
Q1 | $3.82K | Hold |
|
|||||
|
2023
Q4 | $3.56K | Hold |
|
|||||
|
2023
Q3 | $3.29K | Hold |
|
|||||
|
2023
Q2 | $3.55K | Hold |
|
|||||
|
2023
Q1 | $3.82K | Hold |
|
|||||
|
2022
Q4 | $4K | Hold |
|
|||||
|
2022
Q3 | $3K | Sell |
|
|||||
|
2022
Q2 | $8K | Hold |
|
|||||
|
2022
Q1 | $9K | Sell |
|
|||||
|
2021
Q4 | $21K | Hold |
|
|||||
|
2021
Q3 | $19K | Buy |
|
|||||
|
2021
Q2 | $11K | Hold |
|
|||||
|
2021
Q1 | $12K | Hold |
|
|||||
|
2020
Q4 | $11K | Sell |
|
|||||
|
2020
Q3 | $24K | Buy |
|
|||||
|
2020
Q2 | $17K | Hold |
|
|||||
|
2020
Q1 | $14K | Hold |
|
|||||
|
2019
Q4 | $18K | Hold |
|
|||||
|
2019
Q3 | $18K | Hold |
|
|||||
|
2019
Q2 | $17K | Hold |
|
|||||
|
2019
Q1 | $16K | Hold |
|
|||||
|
2018
Q4 | $13K | Hold |
|
|||||
|
2018
Q3 | $15K | Hold |
|
|||||
|
2018
Q2 | $16K | Hold |
|
|||||
|
2018
Q1 | $16K | Buy |
|
|||||
|
2017
Q4 | $9K | Hold |
|
|||||
|
2017
Q3 | $9K | Hold |
|
|||||
|
2017
Q2 | $10K | Hold |
|
|||||
|
2017
Q1 | $9K | Hold |
|
|||||
|
2016
Q4 | $9K | Hold |
|
|||||
|
2016
Q3 | $9K | Hold |
|
|||||
|
2016
Q2 | $10K | Hold |
|
|||||
|
2016
Q1 | $9K | Buy |
|