Pinnacle Wealth Planning Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $35.6K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $164K | Sell |
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|
2022
Q4 | $311K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $351K | Hold |
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|
2022
Q1 | $388K | Hold |
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|
2021
Q4 | $490K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $468K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $341K | Hold |
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|
2020
Q3 | $297K | Buy |
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|
2020
Q2 | $189K | Buy |
|