LWM
PFO

Lenox Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Lenox Wealth Management’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,950
Closed -$38K – 162
2014
Q2 		$38K Hold
1,950
– – 0.03% 91
2014
Q1 		$37K Buy
+1,950
New +$37K 0.02% 96