WWM
PFD

Western Wealth Management’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

Western Wealth Management’s Portfolio PFD Stock Details PFD Fund Activity
Upgrade to unlock
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9K Buy
2022
Q4 		– Sell
2022
Q3 		$105K Sell
2022
Q2 		$163K Sell
2022
Q1 		$196K Buy
2020
Q3 		– Sell
2020
Q2 		$305K Buy
2020
Q1 		$243K Buy