Golden State Wealth Management’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 | $83.4K | Buy |
4,064
+68
| +2% | +$1.4K | 0.01% | 533 |
|
|
2025
Q1 | $80.9K | Buy |
3,996
+65
| +2% | +$1.32K | 0.01% | 492 |
|
|
2024
Q4 | $78.4K | Buy |
+3,931
| New | +$78.4K | 0.01% | 476 |
|
|
2021
Q4 | – | Sell |
-7,076
| Closed | -$204K | – | 366 |
|
|
2021
Q3 | $204K | Sell |
7,076
-130
| -2% | -$3.75K | 0.04% | 291 |
|
|
2021
Q2 | $211K | Buy |
7,206
+70
| +1% | +$2.05K | 0.05% | 280 |
|
|
2021
Q1 | $214K | Buy |
7,136
+69
| +1% | +$2.07K | 0.07% | 190 |
|
|
2020
Q4 | $205K | Buy |
7,067
+69
| +1% | +$2K | 0.06% | 232 |
|
|
2020
Q3 | $191K | Sell |
6,998
-1,381
| -16% | -$37.7K | 0.06% | 197 |
|
|
2020
Q2 | $204K | Buy |
8,379
+80
| +1% | +$1.95K | 0.07% | 178 |
|
|
2020
Q1 | $168K | Buy |
+8,299
| New | +$168K | 0.07% | 175 |
|
|
2019
Q4 | – | Sell |
-10,062
| Closed | -$263K | – | 235 |
|
|
2019
Q3 | $263K | Buy |
10,062
+88
| +0.9% | +$2.3K | 0.09% | 171 |
|
|
2019
Q2 | $249K | Buy |
9,974
+90
| +0.9% | +$2.25K | 0.08% | 196 |
|
|
2019
Q1 | $235K | Buy |
+9,884
| New | +$235K | 0.08% | 205 |
|