Cerity Partners’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 | $294K | Sell |
14,300
-2,249
| -14% | -$46.2K | ﹤0.01% | 2158 |
|
|
2025
Q1 | $335K | Buy |
16,549
+20
| +0.1% | +$405 | ﹤0.01% | 1963 |
|
|
2024
Q4 | $330K | Sell |
16,529
-1,872
| -10% | -$37.3K | ﹤0.01% | 1985 |
|
|
2024
Q3 | $396K | Buy |
18,401
+1,101
| +6% | +$23.7K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $332K | Hold |
17,300
| – | – | ﹤0.01% | 1762 |
|
|
2024
Q1 | $332K | Hold |
17,300
| – | – | ﹤0.01% | 1808 |
|
|
2023
Q4 | $307K | Hold |
17,300
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q3 | $290K | Hold |
17,300
| – | – | ﹤0.01% | 1158 |
|
|
2023
Q2 | $301K | Sell |
17,300
-1,346
| -7% | -$23.4K | ﹤0.01% | 1390 |
|
|
2023
Q1 | $339K | Buy |
18,646
+646
| +4% | +$11.7K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $337K | Buy |
+18,000
| New | +$337K | ﹤0.01% | 1097 |
|