Vanguard Capital Wealth Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,000
| Closed | -$129K | – | 129 |
|
|
2025
Q1 | $129K | Buy |
+14,000
| New | +$129K | 0.16% | 102 |
|
|
2023
Q2 | – | Sell |
-34,000
| Closed | -$281K | – | 140 |
|
|
2023
Q1 | $281K | Hold |
34,000
| – | – | 0.28% | 79 |
|
|
2022
Q4 | $292K | Hold |
34,000
| – | – | 0.34% | 74 |
|
|
2022
Q3 | $291K | Buy |
34,000
+4,000
| +13% | +$34.2K | 0.35% | 70 |
|
|
2022
Q2 | $285K | Hold |
30,000
| – | – | 0.32% | 77 |
|
|
2022
Q1 | $345K | Hold |
30,000
| – | – | 0.25% | 96 |
|
|
2021
Q4 | $382K | Hold |
30,000
| – | – | 0.27% | 82 |
|
|
2021
Q3 | $385 | Hold |
30,000
| – | – | 0.26% | 83 |
|
|
2021
Q2 | $400K | Hold |
30,000
| – | – | 0.3% | 91 |
|
|
2021
Q1 | $400K | Buy |
+30,000
| New | +$400K | 0.34% | 75 |
|