Flaherty & Crumrine Pref. Income shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Flaherty & Crumrine Pref. Income (PFD) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Flaherty & Crumrine Pref. Income
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Quarterly reported holdings in Flaherty & Crumrine Pref. Income by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $36k | 3.0k | 11.87 |
| 2023-06-30 | $153k | 16k | 9.86 |
| 2023-03-31 | $165k | 16k | 10.61 |
| 2022-12-31 | $311k | 28k | 11.11 |
| 2022-09-30 | $297k | 28k | 10.61 |
| 2022-06-30 | $351k | 28k | 12.54 |
| 2022-03-31 | $388k | 28k | 13.86 |
| 2021-12-31 | $490k | 28k | 17.50 |
| 2021-09-30 | $441k | 28k | 15.75 |
| 2021-06-30 | $468k | 28k | 16.71 |
| 2021-03-31 | $408k | 23k | 17.74 |
| 2020-12-31 | $341k | 18k | 18.94 |
| 2020-09-30 | $297k | 18k | 16.50 |
| 2020-06-30 | $189k | 13k | 14.54 |
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