SW
PFD
SVB Wealth’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,326
| Closed | -$46K | – | 819 |
|
|
2022
Q1 | $46K | Hold |
3,326
| – | – | ﹤0.01% | 747 |
|
|
2021
Q4 | $58K | Sell |
3,326
-578
| -15% | -$10.1K | ﹤0.01% | 758 |
|
|
2021
Q3 | $61K | Hold |
3,904
| – | – | ﹤0.01% | 952 |
|
|
2021
Q2 | $65K | Hold |
3,904
| – | – | ﹤0.01% | 938 |
|
|
2021
Q1 | $69K | Hold |
3,904
| – | – | ﹤0.01% | 875 |
|
|
2020
Q4 | $73K | Hold |
3,904
| – | – | ﹤0.01% | 803 |
|
|
2020
Q3 | $64K | Hold |
3,904
| – | – | ﹤0.01% | 693 |
|
|
2020
Q2 | $56K | Hold |
3,904
| – | – | ﹤0.01% | 593 |
|
|
2020
Q1 | $47K | Hold |
3,904
| – | – | ﹤0.01% | 515 |
|
|
2019
Q4 | $61K | Buy |
+3,904
| New | +$61K | ﹤0.01% | 610 |
|