Creative Planning’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
2022
Q1
Sell
2021
Q4
$218K Sell
2021
Q3
$475K Buy
2017
Q1
Sell
2016
Q4
$2K Buy
2016
Q2
Sell
2016
Q1
$27K Hold
2015
Q4
$27K Buy
2015
Q3
$18K Buy
2015
Q1
Sell
2014
Q4
$22K Sell
2014
Q3
$88K Buy
2013
Q4
Sell
2013
Q3
$4K Buy