P.J. Schmidt Investment Management (PJS)’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,000
Closed -$172K 181
2022
Q4
$172K Hold
20,000
0.04% 169
2022
Q3
$167K Hold
20,000
0.04% 164
2022
Q2
$196K Buy
+20,000
New +$196K 0.04% 168