LWS
DFP

Lucia Wealth Services’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Lucia Wealth Services’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
2019
Q3 		$1K Sell
2019
Q2 		$16K Sell
2019
Q1 		$4.15M Buy
2018
Q4 		$3.06M Sell
2018
Q3 		$5.55M Sell
2018
Q2 		$5.76M Buy
2018
Q1 		$5.31M Buy
2017
Q4 		$4.31M Buy