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
2023
Q2
Sell
2023
Q1
$152K Hold
2022
Q4
$159K Hold
2022
Q3
$152K Hold
2022
Q2
$180K Hold
2022
Q1
$199K Hold
2021
Q4
$251K Hold
2021
Q3
$226K Hold
2021
Q2
$240K Hold
2021
Q1
$254K Buy