LGWM
PFD

Litman Gregory Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Litman Gregory Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
2018
Q1 		$45K Buy