Mosaic Family Wealth Partners’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 | $109K | Hold |
11,824
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $109K | Hold |
11,824
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $107K | Hold |
11,824
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $111K | Hold |
11,824
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $100K | Hold |
11,824
| – | – | 0.02% | 191 |
|
|
2024
Q1 | $99.8K | Hold |
11,824
| – | – | 0.02% | 200 |
|
|
2023
Q4 | $94.1K | Hold |
11,824
| – | – | 0.02% | 193 |
|
|
2023
Q3 | $88K | Hold |
11,824
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $94.7K | Hold |
11,824
| – | – | 0.02% | 183 |
|
|
2023
Q1 | $97.5K | Hold |
11,824
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $102K | Buy |
+11,824
| New | +$102K | 0.03% | 174 |
|