Wealth Enhancement Advisory Services’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $138K | Hold |
12,087
| – | – | ﹤0.01% | 3059 |
|
|
2025
Q1 | $136K | Hold |
12,087
| – | – | ﹤0.01% | 2681 |
|
|
2024
Q4 | $136K | Hold |
12,087
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q3 | $144K | Buy |
12,087
+16
| +0.1% | +$191 | ﹤0.01% | 2474 |
|
|
2024
Q2 | $126K | Buy |
12,071
+1,011
| +9% | +$10.6K | ﹤0.01% | 2367 |
|
|
2024
Q1 | $117K | Hold |
11,060
| – | – | ﹤0.01% | 2270 |
|
|
2023
Q4 | $109K | Buy |
11,060
+813
| +8% | +$8.03K | ﹤0.01% | 2157 |
|
|
2023
Q3 | $93.6K | Buy |
+10,247
| New | +$93.6K | ﹤0.01% | 2089 |
|