HBCM
DFP

Heron Bay Capital Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Heron Bay Capital Management’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-130,960
Closed -$2.28M – 103
2023
Q2 		$2.28M Sell
130,960
-7,519
-5% -$131K 0.63% 42
2023
Q1 		$2.51M Buy
138,479
+39,812
+40% +$723K 0.98% 33
2022
Q4 		$1.85M Buy
+98,667
New +$1.85M 1.14% 31