LWS
FFC
Lucia Wealth Services’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-78,060
| Closed | -$1.42M | – | 191 |
|
|
2018
Q3 | $1.42M | Hold |
78,060
| – | – | 0.44% | 55 |
|
|
2018
Q2 | $1.48M | Buy |
78,060
+5,050
| +7% | +$95.6K | 0.65% | 41 |
|
|
2018
Q1 | $1.39M | Buy |
73,010
+35,967
| +97% | +$683K | 0.45% | 71 |
|
|
2017
Q4 | $758K | Buy |
+37,043
| New | +$758K | 0.34% | 63 |
|