McClarren Financial Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $39K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $75K | Sell |
|
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|
2024
Q1 | $76K | Sell |
|
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|
2023
Q4 | $95K | Buy |
|
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|
2023
Q3 | $86K | Buy |
|
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|
2023
Q2 | $92K | Buy |
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|
2023
Q1 | $97K | Buy |
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|
2022
Q4 | $100K | Buy |
|
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|
2022
Q3 | $94K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $148K | Buy |
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|
2021
Q3 | $130K | Buy |
|
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|
2021
Q2 | $136K | Buy |
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|
2021
Q1 | $143K | Buy |
|