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

LongView 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
2025 Q3	$246K	Sell
2025 Q2	$258K	Hold
2025 Q1	$256K	Hold
2024 Q4	$256K	Hold
2024 Q3	$272K	Sell
2024 Q2	$266K	Sell
2024 Q1	$294K	Sell
2023 Q4	$297K	Buy