Golden State Wealth 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
Q3 | $89.4K | Buy |
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|
2025
Q2 | $83.4K | Buy |
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|
2025
Q1 | $80.9K | Buy |
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|
2024
Q4 | $78.4K | Buy |
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|
2021
Q4 | – | Sell |
|
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $211K | Buy |
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|
2021
Q1 | $214K | Buy |
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|
2020
Q4 | $205K | Buy |
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|
2020
Q3 | $191K | Sell |
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|
2020
Q2 | $204K | Buy |
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|
2020
Q1 | $168K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $263K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $235K | Buy |
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