GJWM
DFP

Gilliland Jeter Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio DFP Stock Details DFP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,371
Closed -$115K – 283
2024
Q3 		$115K Hold
5,371
– – 0.04% 210
2024
Q2 		$103K Hold
5,371
– – 0.03% 214
2024
Q1 		$103K Buy
+5,371
New +$103K 0.04% 215