Pathway Financial Advisers’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,332
| Closed | -$97K | – | 342 |
|
|
2024
Q4 | $97K | Buy |
6,332
+2,974
| +89% | +$45.6K | 0.03% | 190 |
|
|
2024
Q3 | $40.1K | Sell |
3,358
-2
| -0.1% | -$24 | 0.02% | 197 |
|
|
2024
Q2 | $35.1K | Sell |
3,360
-400
| -11% | -$4.17K | 0.01% | 251 |
|
|
2024
Q1 | $39.9K | Sell |
3,760
-1
| -0% | -$11 | 0.01% | 247 |
|
|
2023
Q4 | $37.2K | Hold |
3,761
| – | – | 0.01% | 247 |
|
|
2023
Q3 | $34.3K | Buy |
+3,761
| New | +$34.3K | 0.01% | 250 |
|
|
2023
Q1 | $39.9K | Hold |
3,761
| – | – | 0.02% | 245 |
|
|
2022
Q4 | $41.8K | Buy |
+3,761
| New | +$41.8K | 0.02% | 257 |
|