Western Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,000
| Closed | -$105K | – | 754 |
|
|
2022
Q3 | $105K | Sell |
10,000
-2,880
| -22% | -$30.2K | 0.01% | 782 |
|
|
2022
Q2 | $163K | Sell |
12,880
-1,320
| -9% | -$16.7K | 0.01% | 750 |
|
|
2022
Q1 | $196K | Buy |
+14,200
| New | +$196K | 0.01% | 796 |
|
|
2020
Q3 | – | Sell |
-21,032
| Closed | -$305K | – | 454 |
|
|
2020
Q2 | $305K | Buy |
21,032
+775
| +4% | +$11.2K | 0.06% | 309 |
|
|
2020
Q1 | $243K | Buy |
+20,257
| New | +$243K | 0.06% | 305 |
|