IFP Advisors’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
Q2 | $128K | Sell |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $186K | Sell |
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|
2024
Q1 | $191K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $27K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $1K | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Sell |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $13K | Buy |
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|
2016
Q3 | $7K | Hold |
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|
2016
Q2 | $8K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $26K | Buy |
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