Investors Capital Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $304K | Buy |
24,325
+2,256
| +10% | +$28.2K | 0.06% | 430 |
|
|
2016
Q1 | $260K | Buy |
22,069
+1,165
| +6% | +$13.7K | 0.05% | 469 |
|
|
2015
Q4 | $223K | Sell |
20,904
-452
| -2% | -$4.82K | 0.04% | 543 |
|
|
2015
Q3 | $219K | Hold |
21,356
| – | – | 0.04% | 559 |
|
|
2015
Q2 | $227K | Sell |
21,356
-3,129
| -13% | -$33.3K | 0.04% | 579 |
|
|
2015
Q1 | $298K | Hold |
24,485
| – | – | 0.06% | 458 |
|
|
2014
Q4 | $282K | Buy |
24,485
+1,153
| +5% | +$13.3K | 0.05% | 461 |
|
|
2014
Q3 | $253K | Hold |
23,332
| – | – | 0.05% | 485 |
|
|
2014
Q2 | $270K | Buy |
23,332
+1,181
| +5% | +$13.7K | 0.04% | 495 |
|
|
2014
Q1 | $251K | Hold |
22,151
| – | – | 0.05% | 454 |
|
|
2013
Q4 | $223K | Buy |
22,151
+1,763
| +9% | +$17.7K | 0.05% | 458 |
|
|
2013
Q3 | $208K | Buy |
+20,388
| New | +$208K | 0.05% | 455 |
|