Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $150K | Buy |
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|
2021
Q2 | $156K | Buy |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $152K | Sell |
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|
2020
Q3 | $186K | Buy |
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|
2020
Q2 | $166K | Buy |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $181K | Buy |
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|
2019
Q3 | $179K | Sell |
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|
2019
Q2 | $341K | Buy |
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|
2019
Q1 | $260K | Buy |
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|
2018
Q4 | $150K | Buy |
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|
2018
Q3 | $167K | Buy |
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|
2018
Q2 | $151K | Buy |
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|
2018
Q1 | $152K | Buy |
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|
2017
Q4 | $165K | Buy |
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|
2017
Q3 | $170K | Buy |
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|
2017
Q2 | $173K | Buy |
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|
2017
Q1 | $155K | Buy |
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|
2016
Q4 | $145K | Buy |
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|
2016
Q3 | $47K | Hold |
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|
2016
Q2 | $52K | Hold |
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|
2016
Q1 | $48K | Hold |
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|
2015
Q4 | $43K | Buy |
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