WFG Advisors’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,884
| Closed | -$91K | – | 1969 |
|
|
2014
Q4 | $91K | Hold |
7,884
| – | – | 0.02% | 670 |
|
|
2014
Q3 | $86K | Hold |
7,884
| – | – | 0.02% | 716 |
|
|
2014
Q2 | $91K | Hold |
7,884
| – | – | 0.02% | 692 |
|
|
2014
Q1 | $89K | Hold |
7,884
| – | – | 0.02% | 683 |
|
|
2013
Q4 | $79K | Hold |
7,884
| – | – | 0.01% | 831 |
|
|
2013
Q3 | $80K | Sell |
7,884
-121
| -2% | -$1.23K | 0.01% | 774 |
|
|
2013
Q2 | $88K | Buy |
+8,005
| New | +$88K | 0.01% | 703 |
|