WLPWM
PFD

Walled Lake Planning & Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$98K Hold
2021
Q2 		$104K Hold
2021
Q1 		$111K Buy
2020
Q4 		$116K Hold
2020
Q3 		$101K Buy