Bison Wealth’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $223K | Sell |
|
|||||
|
2024
Q2 | $200K | Hold |
|
|||||
|
2024
Q1 | $200K | Buy |
|
|||||
|
2023
Q4 | $185K | Buy |
|
|||||
|
2023
Q3 | $175K | Sell |
|
|||||
|
2023
Q2 | $195K | Buy |
|
|||||
|
2023
Q1 | $179K | Buy |
|
|||||
|
2022
Q4 | $237K | Sell |
|
|||||
|
2022
Q3 | $231K | Sell |
|
|||||
|
2022
Q2 | $263K | Sell |
|
|||||
|
2022
Q1 | $319K | Sell |
|
|||||
|
2021
Q4 | $371K | Sell |
|
|||||
|
2021
Q3 | $416K | Sell |
|
|||||
|
2021
Q2 | $520K | Buy |
|
|||||
|
2021
Q1 | $475K | Buy |
|
|||||
|
2020
Q4 | $436K | Buy |
|
|||||
|
2020
Q3 | $358K | Buy |
|
|||||
|
2020
Q2 | $276K | Buy |
|
|||||
|
2020
Q1 | $222K | Sell |
|
|||||
|
2019
Q4 | $439K | Buy |
|
|||||
|
2019
Q3 | $429K | Buy |
|
|||||
|
2019
Q2 | $411K | Buy |
|
|||||
|
2019
Q1 | $390K | Buy |
|
|||||
|
2018
Q4 | $334K | Buy |
|
|||||
|
2018
Q3 | $381K | Buy |
|
|||||
|
2018
Q2 | $385K | Buy |
|
|||||
|
2018
Q1 | $397K | Buy |
|
|||||
|
2017
Q4 | $438K | Buy |
|
|||||
|
2017
Q3 | $435K | Buy |
|
|||||
|
2017
Q2 | $432K | Buy |
|
|||||
|
2017
Q1 | $402K | Sell |
|
|||||
|
2016
Q4 | $474K | Buy |
|
|||||
|
2016
Q3 | $502K | Sell |
|
|||||
|
2016
Q2 | $484K | Sell |
|
|||||
|
2016
Q1 | $470K | Sell |
|
|||||
|
2015
Q4 | $457K | Buy |
|
|||||
|
2015
Q3 | $446K | Sell |
|
|||||
|
2015
Q2 | $490K | Buy |
|