McClarren Financial Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,510
| Closed | -$39K | – | 343 |
|
|
2024
Q4 | $39K | Buy |
+3,510
| New | +$39K | 0.11% | 95 |
|
|
2024
Q3 | – | Sell |
-20
| Closed | -$75K | – | 323 |
|
|
2024
Q2 | $75K | Sell |
20
-7,095
| -100% | -$26.6M | 0.05% | 120 |
|
|
2024
Q1 | $76K | Sell |
7,115
-2,512
| -26% | -$26.8K | 0.05% | 115 |
|
|
2023
Q4 | $95K | Buy |
9,627
+170
| +2% | +$1.68K | 0.07% | 116 |
|
|
2023
Q3 | $86K | Buy |
9,457
+107
| +1% | +$973 | 0.08% | 112 |
|
|
2023
Q2 | $92K | Buy |
9,350
+158
| +2% | +$1.56K | 0.08% | 111 |
|
|
2023
Q1 | $97K | Buy |
9,192
+138
| +2% | +$1.46K | 0.09% | 99 |
|
|
2022
Q4 | $100K | Buy |
9,054
+156
| +2% | +$1.72K | 0.1% | 106 |
|
|
2022
Q3 | $94K | Buy |
+8,898
| New | +$94K | 0.09% | 91 |
|
|
2022
Q2 | – | Sell |
-8,573
| Closed | -$118K | – | 196 |
|
|
2022
Q1 | $118K | Buy |
8,573
+138
| +2% | +$1.9K | 0.09% | 78 |
|
|
2021
Q4 | $148K | Buy |
8,435
+136
| +2% | +$2.39K | 0.1% | 80 |
|
|
2021
Q3 | $130K | Buy |
8,299
+132
| +2% | +$2.07K | 0.1% | 71 |
|
|
2021
Q2 | $136K | Buy |
8,167
+123
| +2% | +$2.05K | 0.11% | 67 |
|
|
2021
Q1 | $143K | Buy |
+8,044
| New | +$143K | 0.13% | 65 |
|