UCFA
PFO

United Capital Financial Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

United Capital Financial Advisors’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,000
Closed -$114K – 1137
2022
Q2 		$114K Hold
12,000
– – ﹤0.01% 1084
2022
Q1 		$138K Buy
+12,000
New +$138K ﹤0.01% 1117
2013
Q3 		– Sell
-15,539
Closed -$171K – 730
2013
Q2 		$171K Buy
+15,539
New +$171K ﹤0.01% 663