IAP
DFP
Indie Asset Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-9,714
| Closed | -$209K | – | 90 |
|
2022
Q2 | $209K | Hold |
9,714
| – | – | 0.18% | 98 |
|
2022
Q1 | $253K | Hold |
9,714
| – | – | 0.19% | 107 |
|
2021
Q4 | $270K | Buy |
9,714
+500
| +5% | +$13.9K | 0.2% | 103 |
|
2021
Q3 | $265K | Buy |
9,214
+41
| +0.4% | +$1.18K | 0.21% | 98 |
|
2021
Q2 | $269K | Buy |
9,173
+1,173
| +15% | +$34.4K | 0.22% | 94 |
|
2021
Q1 | $241K | Buy |
+8,000
| New | +$241K | 0.27% | 100 |
|