Envestnet Asset Management’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
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $586K | Sell |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $745K | Buy |
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|
2023
Q3 | $564K | Buy |
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|
2023
Q2 | $443K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $151K | Hold |
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|
2018
Q1 | $156K | Sell |
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|
2017
Q4 | $179K | Sell |
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|
2017
Q3 | $488K | Sell |
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|
2017
Q2 | $974K | Sell |
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|
2017
Q1 | $1.97M | Sell |
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|
2016
Q4 | $2.22M | Buy |
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|
2016
Q3 | $2.31M | Buy |
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