Wolff Wiese Magana’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-996
| Closed | -$10.4K | – | 1012 |
|
|
2024
Q2 | $10.4K | Hold |
996
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $10.6K | Hold |
996
| – | – | 0.01% | 290 |
|
|
2023
Q4 | $9.84K | Hold |
996
| – | – | 0.01% | 286 |
|
|
2023
Q3 | $9.09K | Hold |
996
| – | – | 0.01% | 360 |
|
|
2023
Q2 | $9.82K | Hold |
996
| – | – | 0.01% | 357 |
|
|
2023
Q1 | $10.6K | Hold |
996
| – | – | 0.01% | 341 |
|
|
2022
Q4 | $11.1K | Hold |
996
| – | – | 0.01% | 323 |
|
|
2022
Q3 | $11K | Hold |
996
| – | – | 0.01% | 489 |
|
|
2022
Q2 | $12K | Hold |
996
| – | – | 0.01% | 506 |
|
|
2022
Q1 | $14K | Hold |
996
| – | – | 0.01% | 493 |
|
|
2021
Q4 | $17K | Hold |
996
| – | – | 0.01% | 455 |
|
|
2021
Q3 | $16K | Hold |
996
| – | – | 0.01% | 453 |
|
|
2021
Q2 | $17K | Hold |
996
| – | – | 0.01% | 420 |
|
|
2021
Q1 | $18K | Hold |
996
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $19K | Buy |
+996
| New | +$19K | 0.02% | 377 |
|