All Season Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $647K | Buy |
30,105
+50
| +0.2% | +$1.08K | 0.55% | 51 |
|
|
2024
Q2 | $577K | Sell |
30,055
-1,988
| -6% | -$38.2K | 0.52% | 49 |
|
|
2024
Q1 | $614K | Buy |
32,043
+740
| +2% | +$14.2K | 0.51% | 49 |
|
|
2023
Q4 | $556K | Buy |
31,303
+13,045
| +71% | +$232K | 0.47% | 60 |
|
|
2023
Q3 | $306K | Buy |
18,258
+828
| +5% | +$13.9K | 0.31% | 77 |
|
|
2023
Q2 | $304K | Sell |
17,430
-46
| -0.3% | -$801 | 0.27% | 86 |
|
|
2023
Q1 | $317K | Buy |
17,476
+181
| +1% | +$3.29K | 0.29% | 88 |
|
|
2022
Q4 | $324K | Buy |
17,295
+512
| +3% | +$9.58K | 0.29% | 88 |
|
|
2022
Q3 | $319K | Buy |
16,783
+745
| +5% | +$14.2K | 0.35% | 65 |
|
|
2022
Q2 | $345K | Buy |
+16,038
| New | +$345K | 0.3% | 74 |
|
|
2021
Q4 | – | Sell |
-17,945
| Closed | -$517K | – | 135 |
|
|
2021
Q3 | $517K | Buy |
17,945
+7,585
| +73% | +$219K | 0.42% | 58 |
|
|
2021
Q2 | $303K | Buy |
+10,360
| New | +$303K | 0.22% | 106 |
|