Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $309K | Hold |
|
|||||
|
2025
Q2 | $294K | Sell |
|
|||||
|
2025
Q1 | $335K | Buy |
|
|||||
|
2024
Q4 | $330K | Sell |
|
|||||
|
2024
Q3 | $396K | Buy |
|
|||||
|
2024
Q2 | $332K | Hold |
|
|||||
|
2024
Q1 | $332K | Hold |
|
|||||
|
2023
Q4 | $307K | Hold |
|
|||||
|
2023
Q3 | $290K | Hold |
|
|||||
|
2023
Q2 | $301K | Sell |
|
|||||
|
2023
Q1 | $339K | Buy |
|
|||||
|
2022
Q4 | $337K | Buy |
|