MSWM
DFP

McGlone Suttner Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

McGlone Suttner Wealth 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
2024
Q1 		– Sell
-3,528
Closed -$62.6K – 319
2023
Q4 		$62.6K Buy
+3,528
New +$62.6K 0.01% 259