Matisse Capital’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Hold |
170,775
| – | – | 0.75% | 45 |
|
|
2025
Q1 | $1.57M | Hold |
170,775
| – | – | 0.83% | 41 |
|
|
2024
Q4 | $1.54M | Hold |
170,775
| – | – | 0.78% | 45 |
|
|
2024
Q3 | $1.61M | Sell |
170,775
-6,848
| -4% | -$64.4K | 0.78% | 45 |
|
|
2024
Q2 | $1.5M | Buy |
177,623
+37,012
| +26% | +$313K | 0.74% | 41 |
|
|
2024
Q1 | $1.19M | Buy |
140,611
+8,330
| +6% | +$70.3K | 0.57% | 62 |
|
|
2023
Q4 | $1.05M | Buy |
132,281
+114,831
| +658% | +$914K | 0.56% | 58 |
|
|
2023
Q3 | $130K | Buy |
+17,450
| New | +$130K | 0.09% | 165 |
|