B. Riley Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$45 | – | 889 |
|
|
2014
Q4 | $45 | Buy |
+2,000
| New | +$45 | ﹤0.01% | 2139 |
|
|
2014
Q3 | – | Sell |
-5,500
| Closed | -$130K | – | 920 |
|
|
2014
Q2 | $130K | Hold |
5,500
| – | – | 0.03% | 620 |
|
|
2014
Q1 | $119K | Sell |
5,500
-1,000
| -15% | -$21.6K | 0.04% | 565 |
|
|
2013
Q4 | $133K | Buy |
6,500
+1,000
| +18% | +$20.5K | 0.04% | 475 |
|
|
2013
Q3 | $117K | Buy |
5,500
+1,500
| +38% | +$31.9K | 0.04% | 501 |
|
|
2013
Q2 | $100K | Buy |
+4,000
| New | +$100K | 0.03% | 545 |
|