Ladenburg Thalmann Financial 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $27K | Hold |
2,202
| – | – | ﹤0.01% | 3961 |
|
2019
Q3 | $27K | Sell |
2,202
-779
| -26% | -$9.55K | ﹤0.01% | 3845 |
|
2019
Q2 | $35K | Buy |
2,981
+16
| +0.5% | +$188 | ﹤0.01% | 3703 |
|
2019
Q1 | $33K | Buy |
2,965
+930
| +46% | +$10.4K | ﹤0.01% | 3685 |
|
2018
Q4 | $21K | Hold |
2,035
| – | – | ﹤0.01% | 3847 |
|
2018
Q3 | $24K | Hold |
2,035
| – | – | ﹤0.01% | 3806 |
|
2018
Q2 | $22K | Hold |
2,035
| – | – | ﹤0.01% | 3778 |
|
2018
Q1 | $22K | Buy |
2,035
+305
| +18% | +$3.3K | ﹤0.01% | 3778 |
|
2017
Q4 | $20K | Buy |
1,730
+930
| +116% | +$10.8K | ﹤0.01% | 3806 |
|
2017
Q3 | $10K | Hold |
800
| – | – | ﹤0.01% | 4090 |
|
2017
Q2 | $10K | Sell |
800
-1,213
| -60% | -$15.2K | ﹤0.01% | 4013 |
|
2017
Q1 | $24K | Hold |
2,013
| – | – | ﹤0.01% | 3437 |
|
2016
Q4 | $22K | Hold |
2,013
| – | – | ﹤0.01% | 3428 |
|
2016
Q3 | $23K | Sell |
2,013
-3,000
| -60% | -$34.3K | ﹤0.01% | 3308 |
|
2016
Q2 | $62K | Hold |
5,013
| – | – | ﹤0.01% | 2516 |
|
2016
Q1 | $59K | Hold |
5,013
| – | – | ﹤0.01% | 2465 |
|
2015
Q4 | $53K | Hold |
5,013
| – | – | ﹤0.01% | 2511 |
|
2015
Q3 | $52K | Hold |
5,013
| – | – | ﹤0.01% | 2437 |
|
2015
Q2 | $53K | Hold |
5,013
| – | – | ﹤0.01% | 2545 |
|
2015
Q1 | $62K | Buy |
5,013
+3,000
| +149% | +$37.1K | ﹤0.01% | 2413 |
|
2014
Q4 | $23K | Hold |
2,013
| – | – | ﹤0.01% | 2902 |
|
2014
Q3 | $22K | Buy |
2,013
+13
| +0.7% | +$142 | ﹤0.01% | 2598 |
|
2014
Q2 | $23K | Buy |
+2,000
| New | +$23K | ﹤0.01% | 2552 |
|