SWMP
PFD
Signature Wealth Management Partners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Buy |
+14,351
| New | +$162K | 0.09% | 108 |
|
|
2023
Q2 | – | Sell |
-14,351
| Closed | -$152K | – | 108 |
|
|
2023
Q1 | $152K | Hold |
14,351
| – | – | 0.14% | 98 |
|
|
2022
Q4 | $159K | Hold |
14,351
| – | – | 0.16% | 93 |
|
|
2022
Q3 | $152K | Hold |
14,351
| – | – | 0.17% | 90 |
|
|
2022
Q2 | $180K | Hold |
14,351
| – | – | 0.18% | 97 |
|
|
2022
Q1 | $199K | Hold |
14,351
| – | – | 0.17% | 107 |
|
|
2021
Q4 | $251K | Hold |
14,351
| – | – | 0.21% | 94 |
|
|
2021
Q3 | $226K | Hold |
14,351
| – | – | 0.2% | 98 |
|
|
2021
Q2 | $240K | Hold |
14,351
| – | – | 0.22% | 92 |
|
|
2021
Q1 | $254K | Buy |
+14,351
| New | +$254K | 0.24% | 85 |
|