Poehling Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$86K | – | 123 |
|
|
2022
Q3 | $86K | Hold |
10,000
| – | – | 0.04% | 108 |
|
|
2022
Q2 | $95K | Hold |
10,000
| – | – | 0.04% | 118 |
|
|
2022
Q1 | $115K | Hold |
10,000
| – | – | 0.04% | 142 |
|
|
2021
Q4 | $128K | Hold |
10,000
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $128K | Hold |
10,000
| – | – | 0.04% | 131 |
|
|
2021
Q2 | $134K | Hold |
10,000
| – | – | 0.04% | 147 |
|
|
2021
Q1 | $132K | Hold |
10,000
| – | – | 0.05% | 147 |
|
|
2020
Q4 | $131K | Hold |
10,000
| – | – | 0.05% | 125 |
|
|
2020
Q3 | $119K | Hold |
10,000
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $111K | Hold |
10,000
| – | – | 0.06% | 106 |
|
|
2020
Q1 | $99K | Buy |
+10,000
| New | +$99K | 0.07% | 94 |
|