Signature Wealth Management Partners’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
Q2 | $162K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $159K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $180K | Hold |
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|
2022
Q1 | $199K | Hold |
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|
2021
Q4 | $251K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $240K | Hold |
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|
2021
Q1 | $254K | Buy |
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