JPLA
PFD
Joseph P. Lucia & Associates’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-600
| Closed | -$11K | – | 611 |
|
|
2020
Q4 | $11K | Buy |
+600
| New | +$11K | 0.01% | 334 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$9K | – | 361 |
|
|
2020
Q2 | $9K | Sell |
600
-300
| -33% | -$4.5K | 0.01% | 328 |
|
|
2020
Q1 | $11K | Hold |
900
| – | – | 0.01% | 281 |
|
|
2019
Q4 | $14K | Sell |
900
-3,100
| -78% | -$48.2K | 0.01% | 283 |
|
|
2019
Q3 | $60K | Sell |
4,000
-400
| -9% | -$6K | 0.06% | 156 |
|
|
2019
Q2 | $65K | Buy |
+4,400
| New | +$65K | 0.07% | 149 |
|