Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-1,500	Closed	-$26K	–	2194
2021 Q4	$26K	Sell	1,500 -1,500	-50%	-$26K	﹤0.01%	1108
2021 Q3	$47K	Buy	3,000 +1,500	+100%	+$23.5K	0.01%	886
2021 Q2	$25K	Hold	1,500	–	–	﹤0.01%	1094
2021 Q1	$27K	Hold	1,500	–	–	0.01%	987
2020 Q4	$28K	Buy	+1,500	New	+$28K	0.01%	877