Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $716K | Buy |
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|
2023
Q4 | $653K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $633K | Buy |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $697K | Buy |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.52M | Buy |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.19M | Buy |
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|
2020
Q1 | $979K | Buy |
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|
2019
Q4 | $1.25M | Buy |
|