PFA
PFD
Pathway Financial Advisors’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
48,196
+18,750
| +64% | +$212K | 0.08% | 83 |
|
|
2025
Q1 | $330K | Buy |
29,446
+12,819
| +77% | +$144K | 0.06% | 123 |
|
|
2024
Q4 | $187K | Sell |
16,627
-293
| -2% | -$3.29K | 0.04% | 161 |
|
|
2024
Q3 | $202K | Sell |
16,920
-6,823
| -29% | -$81.5K | 0.05% | 159 |
|
|
2024
Q2 | $248K | Buy |
+23,743
| New | +$248K | 0.07% | 140 |
|