NewEdge Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-13,100
| Closed | -$120K | – | 3855 |
|
|
2023
Q3 | $120K | Sell |
13,100
-16,124
| -55% | -$147K | ﹤0.01% | 1782 |
|
|
2023
Q2 | $288K | Buy |
29,224
+4,115
| +16% | +$40.6K | ﹤0.01% | 1468 |
|
|
2023
Q1 | $250K | Buy |
25,109
+1,429
| +6% | +$14.2K | ﹤0.01% | 1446 |
|
|
2022
Q4 | $263K | Buy |
23,680
+7,100
| +43% | +$78.9K | 0.01% | 1070 |
|
|
2022
Q3 | $176K | Buy |
16,580
+2,330
| +16% | +$24.7K | ﹤0.01% | 1378 |
|
|
2022
Q2 | $179K | Buy |
14,250
+3,400
| +31% | +$42.7K | ﹤0.01% | 1410 |
|
|
2022
Q1 | $150K | Buy |
+10,850
| New | +$150K | ﹤0.01% | 1046 |
|