Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $6K | Sell |
324
-80
| -20% | -$1.48K | ﹤0.01% | 2374 |
|
|
2021
Q3 | $6K | Sell |
404
-1,302
| -76% | -$19.3K | ﹤0.01% | 2206 |
|
|
2021
Q2 | $28K | Buy |
1,706
+437
| +34% | +$7.17K | ﹤0.01% | 1630 |
|
|
2021
Q1 | $22K | Sell |
1,269
-1,136
| -47% | -$19.7K | ﹤0.01% | 1608 |
|
|
2020
Q4 | $46K | Buy |
2,405
+397
| +20% | +$7.59K | ﹤0.01% | 1224 |
|
|
2020
Q3 | $33K | Buy |
+2,008
| New | +$33K | ﹤0.01% | 1231 |
|
|
2020
Q2 | – | Sell |
-1,813
| Closed | -$22K | – | 1535 |
|
|
2020
Q1 | $22K | Sell |
1,813
-2,289
| -56% | -$27.8K | ﹤0.01% | 1238 |
|
|
2019
Q4 | $64K | Sell |
4,102
-1,621
| -28% | -$25.3K | 0.01% | 1099 |
|
|
2019
Q3 | $85K | Hold |
5,723
| – | – | 0.01% | 963 |
|
|
2019
Q2 | $84K | Buy |
+5,723
| New | +$84K | 0.01% | 976 |
|
|
2017
Q1 | – | Sell |
-1,460
| Closed | -$21K | – | 2181 |
|
|
2016
Q4 | $21K | Hold |
1,460
| – | – | ﹤0.01% | 1354 |
|
|
2016
Q3 | $22K | Buy |
+1,460
| New | +$22K | ﹤0.01% | 1319 |
|
|
2014
Q4 | – | Sell |
-1,460
| Closed | -$20K | – | 2230 |
|
|
2014
Q3 | $20K | Hold |
1,460
| – | – | ﹤0.01% | 1427 |
|
|
2014
Q2 | $20K | Buy |
+1,460
| New | +$20K | 0.01% | 603 |
|