NWM
PFO

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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$509K Sell
55,056
-530
-1% -$4.9K 0.24% 94
2025
Q1 		$513K Sell
55,586
-6,838
-11% -$63K 0.29% 97
2024
Q4 		$562K Sell
62,424
-34,623
-36% -$312K 0.24% 117
2024
Q3 		$913K Buy
97,047
+17,255
+22% +$162K 0.43% 68
2024
Q2 		$676K Buy
+79,792
New +$676K 0.46% 50