WLPWM
PFD
Walled Lake Planning & Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-6,236
| Closed | -$98K | – | 256 |
|
|
2021
Q3 | $98K | Hold |
6,236
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $104K | Hold |
6,236
| – | – | 0.07% | 111 |
|
|
2021
Q1 | $111K | Buy |
6,236
+100
| +2% | +$1.78K | 0.08% | 104 |
|
|
2020
Q4 | $116K | Hold |
6,136
| – | – | 0.09% | 91 |
|
|
2020
Q3 | $101K | Buy |
+6,136
| New | +$101K | 0.08% | 96 |
|