Wedbush Securities’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $209K | Sell |
18,500
-2,000
| -10% | -$22.6K | 0.01% | 1036 |
|
|
2025
Q1 | $230K | Hold |
20,500
| – | – | 0.01% | 940 |
|
|
2024
Q4 | $230K | Sell |
20,500
-449
| -2% | -$5.04K | 0.01% | 961 |
|
|
2024
Q3 | $250K | Buy |
20,949
+5,500
| +36% | +$65.6K | 0.01% | 895 |
|
|
2024
Q2 | $161K | Sell |
15,449
-1,576
| -9% | -$16.4K | 0.01% | 1104 |
|
|
2024
Q1 | $181K | Buy |
17,025
+368
| +2% | +$3.91K | 0.01% | 1123 |
|
|
2023
Q4 | $165K | Buy |
16,657
+20
| +0.1% | +$198 | 0.01% | 988 |
|
|
2023
Q3 | $152K | Sell |
16,637
-3,878
| -19% | -$35.4K | 0.01% | 958 |
|
|
2023
Q2 | $202K | Sell |
20,515
-1,004
| -5% | -$9.89K | 0.01% | 930 |
|
|
2023
Q1 | $228K | Buy |
21,519
+1,955
| +10% | +$20.7K | 0.01% | 883 |
|
|
2022
Q4 | $217K | Sell |
19,564
-2,911
| -13% | -$32.3K | 0.01% | 872 |
|
|
2022
Q3 | $238K | Buy |
22,475
+3,207
| +17% | +$34K | 0.01% | 817 |
|
|
2022
Q2 | $242K | Buy |
19,268
+3
| +0% | +$38 | 0.01% | 838 |
|
|
2022
Q1 | $267K | Hold |
19,265
| – | – | 0.01% | 849 |
|
|
2021
Q4 | $337K | Sell |
19,265
-1,246
| -6% | -$21.8K | 0.01% | 823 |
|
|
2021
Q3 | $323K | Sell |
20,511
-700
| -3% | -$11K | 0.02% | 835 |
|
|
2021
Q2 | $354K | Hold |
21,211
| – | – | 0.02% | 785 |
|
|
2021
Q1 | $376K | Sell |
21,211
-400
| -2% | -$7.09K | 0.02% | 693 |
|
|
2020
Q4 | $410K | Sell |
21,611
-3,300
| -13% | -$62.6K | 0.04% | 529 |
|
|
2020
Q3 | $411K | Sell |
24,911
-3,900
| -14% | -$64.3K | 0.04% | 489 |
|
|
2020
Q2 | $418K | Buy |
28,811
+17
| +0.1% | +$247 | 0.04% | 486 |
|
|
2020
Q1 | $348K | Buy |
28,794
+1,376
| +5% | +$16.6K | 0.04% | 478 |
|
|
2019
Q4 | $427K | Buy |
27,418
+24
| +0.1% | +$374 | 0.04% | 528 |
|
|
2019
Q3 | $409K | Buy |
27,394
+14,424
| +111% | +$215K | 0.04% | 519 |
|
|
2019
Q2 | $191K | Buy |
+12,970
| New | +$191K | 0.02% | 838 |
|