LWM
PFD
LongView Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
22,780
| – | – | 0.08% | 184 |
|
|
2025
Q1 | $256K | Hold |
22,780
| – | – | 0.08% | 181 |
|
|
2024
Q4 | $256K | Hold |
22,780
| – | – | 0.08% | 178 |
|
|
2024
Q3 | $272K | Sell |
22,780
-2,652
| -10% | -$31.7K | 0.09% | 171 |
|
|
2024
Q2 | $266K | Sell |
25,432
-2,236
| -8% | -$23.3K | 0.1% | 160 |
|
|
2024
Q1 | $294K | Sell |
27,668
-1,729
| -6% | -$18.3K | 0.12% | 145 |
|
|
2023
Q4 | $297K | Buy |
+29,397
| New | +$297K | 0.13% | 138 |
|