HBCM
PFD

Heron Bay Capital Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Heron Bay Capital Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-41,405
Closed -$408K – 107
2023
Q2 		$408K Sell
41,405
-28,165
-40% -$278K 0.11% 67
2023
Q1 		$738K Buy
+69,570
New +$738K 0.29% 53