Perigon Wealth Management’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,290
| Closed | -$43K | – | 872 |
|
|
2020
Q4 | $43K | Buy |
+3,290
| New | +$43K | 0.01% | 788 |
|
|
2018
Q2 | – | Sell |
-3,290
| Closed | -$36K | – | 503 |
|
|
2018
Q1 | $36K | Buy |
+3,290
| New | +$36K | 0.01% | 357 |
|
|
2017
Q4 | – | Sell |
-3,290
| Closed | -$40K | – | 657 |
|
|
2017
Q3 | $40K | Buy |
+3,290
| New | +$40K | 0.01% | 366 |
|