Advisornet Financial’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $87.3K | Buy |
+4,250
| New | +$87.3K | 0.01% | 797 |
|
|
2022
Q1 | – | Sell |
-15,235
| Closed | -$423K | – | 2016 |
|
|
2021
Q4 | $423K | Sell |
15,235
-400
| -3% | -$11.1K | 0.03% | 426 |
|
|
2021
Q3 | $450K | Sell |
15,635
-245
| -2% | -$7.05K | 0.03% | 383 |
|
|
2021
Q2 | $465K | Hold |
15,880
| – | – | 0.03% | 394 |
|
|
2021
Q1 | $478K | Hold |
15,880
| – | – | 0.03% | 371 |
|
|
2020
Q4 | $461K | Buy |
15,880
+535
| +3% | +$15.5K | 0.04% | 359 |
|
|
2020
Q3 | $419K | Hold |
15,345
| – | – | 0.04% | 363 |
|
|
2020
Q2 | $373K | Sell |
15,345
-4,150
| -21% | -$101K | 0.03% | 391 |
|
|
2020
Q1 | $394K | Buy |
19,495
+4,150
| +27% | +$83.9K | 0.04% | 355 |
|
|
2019
Q4 | $411K | Buy |
15,345
+800
| +6% | +$21.4K | 0.03% | 366 |
|
|
2019
Q3 | $380K | Sell |
14,545
-100
| -0.7% | -$2.61K | 0.03% | 379 |
|
|
2019
Q2 | $367K | Hold |
14,645
| – | – | 0.04% | 358 |
|
|
2019
Q1 | $348K | Buy |
14,645
+500
| +4% | +$11.9K | 0.04% | 340 |
|
|
2018
Q4 | $288K | Buy |
14,145
+2,400
| +20% | +$48.9K | 0.04% | 346 |
|
|
2018
Q3 | $272K | Sell |
11,745
-500
| -4% | -$11.6K | 0.03% | 365 |
|
|
2018
Q2 | $287K | Buy |
12,245
+3,255
| +36% | +$76.3K | 0.04% | 325 |
|
|
2018
Q1 | $217K | Buy |
8,990
+7,990
| +799% | +$193K | 0.03% | 380 |
|
|
2017
Q4 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 798 |
|