Wealthcare Advisory Partners’s Flaherty & Crumrine Preferred and Income Securities Fund FFC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-16,533
| Closed | -$230K | – | 815 |
|
2023
Q4 | $230K | Buy |
16,533
+403
| +2% | +$5.6K | 0.01% | 680 |
|
2023
Q3 | $209K | Buy |
16,130
+1,254
| +8% | +$16.3K | 0.01% | 649 |
|
2023
Q2 | $204K | Buy |
+14,876
| New | +$204K | 0.01% | 679 |
|
2023
Q1 | – | Sell |
-12,368
| Closed | -$186K | – | 708 |
|
2022
Q4 | $186K | Buy |
12,368
+1,153
| +10% | +$17.3K | 0.01% | 665 |
|
2022
Q3 | $167K | Buy |
+11,215
| New | +$167K | 0.01% | 578 |
|
2022
Q2 | – | Sell |
-10,832
| Closed | -$213K | – | 581 |
|
2022
Q1 | $213K | Buy |
10,832
+1,503
| +16% | +$29.6K | 0.01% | 504 |
|
2021
Q4 | $203K | Buy |
9,329
+3
| +0% | +$65 | 0.01% | 544 |
|
2021
Q3 | $208K | Buy |
+9,326
| New | +$208K | 0.01% | 510 |
|
2021
Q2 | – | Sell |
-6,320
| Closed | -$148K | – | 974 |
|
2021
Q1 | $148K | Buy |
+6,320
| New | +$148K | 0.01% | 554 |
|
2020
Q4 | – | Sell |
-11,259
| Closed | -$236K | – | 442 |
|
2020
Q3 | $236K | Buy |
11,259
+203
| +2% | +$4.26K | 0.03% | 307 |
|
2020
Q2 | $222K | Sell |
11,056
-523
| -5% | -$10.5K | 0.03% | 283 |
|
2020
Q1 | $193K | Buy |
+11,579
| New | +$193K | 0.03% | 264 |
|