Integrated Wealth Concepts’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-15,000
| Closed | -$288K | – | 1695 |
|
|
2024
Q2 | $288K | Hold |
15,000
| – | – | ﹤0.01% | 1342 |
|
|
2024
Q1 | $288K | Hold |
15,000
| – | – | ﹤0.01% | 1342 |
|
|
2023
Q4 | $266K | Hold |
15,000
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q3 | $252K | Hold |
15,000
| – | – | ﹤0.01% | 1315 |
|
|
2023
Q2 | $261K | Hold |
15,000
| – | – | ﹤0.01% | 1296 |
|
|
2023
Q1 | $272K | Buy |
+15,000
| New | +$272K | 0.01% | 1097 |
|