Mosaic Family Wealth Partners’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $115K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $109K | Hold |
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|
2024
Q4 | $107K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $100K | Hold |
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|
2024
Q1 | $99.8K | Hold |
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|
2023
Q4 | $94.1K | Hold |
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|
2023
Q3 | $88K | Hold |
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|
2023
Q2 | $94.7K | Hold |
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|
2023
Q1 | $97.5K | Hold |
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|
2022
Q4 | $102K | Buy |
|