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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,300
Closed -$45K – 150
2018
Q1 		$45K Buy
+3,300
New +$45K 0.02% 100