Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,300
| Closed | -$158K | – | 527 |
|
|
2020
Q3 | $158K | Hold |
13,300
| – | – | 0.04% | 129 |
|
|
2020
Q2 | $148K | Hold |
13,300
| – | – | 0.04% | 135 |
|
|
2020
Q1 | $132K | Hold |
13,300
| – | – | 0.04% | 122 |
|
|
2019
Q4 | $164K | Hold |
13,300
| – | – | 0.04% | 128 |
|
|
2019
Q3 | $163K | Hold |
13,300
| – | – | 0.04% | 127 |
|
|
2019
Q2 | $156K | Hold |
13,300
| – | – | 0.04% | 139 |
|
|
2019
Q1 | $149K | Hold |
13,300
| – | – | 0.03% | 142 |
|
|
2018
Q4 | $140K | Hold |
13,300
| – | – | 0.04% | 136 |
|
|
2018
Q3 | $155K | Hold |
13,300
| – | – | 0.04% | 141 |
|
|
2018
Q2 | $143K | Hold |
13,300
| – | – | 0.03% | 186 |
|
|
2018
Q1 | $144K | Buy |
+13,300
| New | +$144K | 0.04% | 177 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 127 |
|
|
2017
Q2 | – | Hold |
0
| – | -$158K | – | 515 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 115 |
|