Steward Partners Investment Advisory’s Flaherty & Crumrine Total Return Fund FLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $67.6K | Sell |
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|
2022
Q4 | $175K | Sell |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $892K | Sell |
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|
2021
Q4 | $1.62M | Sell |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $17K | Buy |
|