LGWM
PFO

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

Litman Gregory 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
2018
Q2 		– Sell
-400
Closed -$4K – 151
2018
Q1 		$4K Buy
+400
New +$4K ﹤0.01% 154