Basepoint Wealth LLC’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $188K | Buy |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $242K | Sell |
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|
2024
Q3 | $266K | Buy |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $232K | Buy |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $256K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $250K | Buy |
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|
2021
Q4 | $272K | Buy |
|