Quaker 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,936
| Closed | -$87.1K | – | 61 |
|
|
2023
Q4 | $87.1K | Buy |
10,936
+172
| +2% | +$1.37K | 0.04% | 53 |
|
|
2023
Q3 | $80.1K | Buy |
10,764
+125
| +1% | +$930 | 0.04% | 49 |
|
|
2023
Q2 | $85.2K | Buy |
10,639
+191
| +2% | +$1.53K | 0.04% | 51 |
|
|
2023
Q1 | $86.2K | Buy |
10,448
+179
| +2% | +$1.48K | 0.04% | 47 |
|
|
2022
Q4 | $88K | Buy |
10,269
+194
| +2% | +$1.66K | 0.04% | 40 |
|
|
2022
Q3 | $86K | Buy |
+10,075
| New | +$86K | 0.05% | 43 |
|
|
2022
Q2 | – | Sell |
-14,509
| Closed | -$167K | – | 52 |
|
|
2022
Q1 | $167K | Buy |
14,509
+270
| +2% | +$3.11K | 0.07% | 49 |
|
|
2021
Q4 | $182K | Buy |
+14,239
| New | +$182K | 0.08% | 51 |
|
|
2021
Q1 | – | Sell |
-13,320
| Closed | -$175K | – | 58 |
|
|
2020
Q4 | $175K | Buy |
13,320
+233
| +2% | +$3.06K | 0.09% | 47 |
|
|
2020
Q3 | $156K | Buy |
13,087
+222
| +2% | +$2.65K | 0.08% | 48 |
|
|
2020
Q2 | $143K | Buy |
12,865
+231
| +2% | +$2.57K | 0.09% | 48 |
|
|
2020
Q1 | $125K | Buy |
12,634
+223
| +2% | +$2.21K | 0.09% | 38 |
|
|
2019
Q4 | $153K | Buy |
+12,411
| New | +$153K | 0.09% | 50 |
|