OWA
PFO
ORBA Wealth Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,000
| Closed | -$132K | – | 107 |
|
|
2024
Q3 | $132K | Hold |
14,000
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $119K | Hold |
14,000
| – | – | 0.06% | 99 |
|
|
2024
Q1 | $118K | Hold |
14,000
| – | – | 0.07% | 97 |
|
|
2023
Q4 | $111K | Buy |
+14,000
| New | +$111K | 0.07% | 92 |
|