UMB Bank’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $977K | Hold |
86,373
| – | – | 0.02% | 325 |
|
|
2025
Q1 | $969K | Hold |
86,373
| – | – | 0.02% | 329 |
|
|
2024
Q4 | $971K | Buy |
+86,373
| New | +$971K | 0.02% | 326 |
|
|
2023
Q1 | – | Sell |
-1,000
| Closed | -$11K | – | 1775 |
|
|
2022
Q4 | $11K | Sell |
1,000
-1,000
| -50% | -$11K | ﹤0.01% | 1280 |
|
|
2022
Q3 | $21K | Hold |
2,000
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q2 | $25K | Hold |
2,000
| – | – | ﹤0.01% | 1096 |
|
|
2022
Q1 | $28K | Sell |
2,000
-1,300
| -39% | -$18.2K | ﹤0.01% | 1135 |
|
|
2021
Q4 | $58K | Buy |
+3,300
| New | +$58K | ﹤0.01% | 952 |
|