Carson Wealth (CWM LLC)’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 | $44K | Hold |
2,152
| – | – | ﹤0.01% | 3374 |
|
|
2025
Q1 | $44K | Sell |
2,152
-732
| -25% | -$15K | ﹤0.01% | 3077 |
|
|
2024
Q4 | $58K | Buy |
2,884
+761
| +36% | +$15.3K | ﹤0.01% | 2686 |
|
|
2024
Q3 | $46K | Buy |
2,123
+179
| +9% | +$3.88K | ﹤0.01% | 2746 |
|
|
2024
Q2 | $37K | Buy |
1,944
+26
| +1% | +$495 | ﹤0.01% | 2669 |
|
|
2024
Q1 | $37K | Buy |
1,918
+37
| +2% | +$714 | ﹤0.01% | 2492 |
|
|
2023
Q4 | $33K | Buy |
1,881
+31
| +2% | +$544 | ﹤0.01% | 2432 |
|
|
2023
Q3 | $31K | Sell |
1,850
-730
| -28% | -$12.2K | ﹤0.01% | 2380 |
|
|
2023
Q2 | $45K | Buy |
2,580
+777
| +43% | +$13.6K | ﹤0.01% | 2067 |
|
|
2023
Q1 | $33K | Buy |
1,803
+28
| +2% | +$512 | ﹤0.01% | 2145 |
|
|
2022
Q4 | $33K | Buy |
1,775
+24
| +1% | +$446 | ﹤0.01% | 2016 |
|
|
2022
Q3 | $33K | Buy |
1,751
+130
| +8% | +$2.45K | ﹤0.01% | 1877 |
|
|
2022
Q2 | $35K | Buy |
1,621
+31
| +2% | +$669 | ﹤0.01% | 1791 |
|
|
2022
Q1 | $41K | Buy |
1,590
+22
| +1% | +$567 | ﹤0.01% | 1687 |
|
|
2021
Q4 | $44K | Buy |
+1,568
| New | +$44K | ﹤0.01% | 1618 |
|
|
2021
Q2 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2021
Q1 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q4 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q3 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q2 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2020
Q1 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q4 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q3 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q2 | $45K | Hold |
1,545
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q1 | $45K | Buy |
+1,545
| New | +$45K | ﹤0.01% | 1435 |
|