Napa Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Napa Wealth Management’s Portfolio PFO Stock Details PFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$546K	Buy
2025 Q2	$509K	Sell
2025 Q1	$513K	Sell
2024 Q4	$562K	Sell
2024 Q3	$913K	Buy
2024 Q2	$676K	Buy