WR Wealth Planners’s Flaherty & Crumrine Preferred and Income Fund PFD Stock Holding History

WR Wealth Planners’s Portfolio PFD Stock Details PFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.27K	Hold
2024 Q3	$3.48K	Hold
2024 Q2	$3.04K	Hold
2024 Q1	$3.09K	Buy
2023 Q4	–	Sell
2023 Q3	$2.66K	Hold
2023 Q2	$2.87K	Hold
2023 Q1	$3.09K	Buy