WR Wealth Planners’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
Q4 | $3.27K | Hold |
291
| – | – | ﹤0.01% | 771 |
|
|
2024
Q3 | $3.48K | Hold |
291
| – | – | ﹤0.01% | 803 |
|
|
2024
Q2 | $3.04K | Hold |
291
| – | – | ﹤0.01% | 799 |
|
|
2024
Q1 | $3.09K | Buy |
+291
| New | +$3.09K | ﹤0.01% | 800 |
|
|
2023
Q4 | – | Sell |
-291
| Closed | -$2.66K | – | 659 |
|
|
2023
Q3 | $2.66K | Hold |
291
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $2.87K | Hold |
291
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $3.09K | Buy |
+291
| New | +$3.09K | ﹤0.01% | 735 |
|