Navis Wealth Advisors’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$184K Buy
2023
Q1
$187K Sell
2022
Q4
$218K Buy
2022
Q3
$214K Buy
2021
Q1
Sell
2020
Q4
$121K Buy