KFS
DFP

KMS Financial Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

KMS Financial Services’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-105,689
Closed -$2.49M – 547
2014
Q2 		$2.49M Sell
105,689
-9,441
-8% -$222K 0.36% 66
2014
Q1 		$2.5M Buy
115,130
+60,490
+111% +$1.31M 0.4% 57
2013
Q4 		$1.12M Buy
+54,640
New +$1.12M 0.19% 124