Partnervest Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,874
| Closed | -$315K | – | 182 |
|
|
2017
Q3 | $315K | Buy |
11,874
+710
| +6% | +$18.8K | 0.15% | 137 |
|
|
2017
Q2 | $294K | Sell |
11,164
-390
| -3% | -$10.3K | 0.13% | 148 |
|
|
2017
Q1 | $283K | Sell |
11,554
-1,934
| -14% | -$47.4K | 0.13% | 150 |
|
|
2016
Q4 | $321K | Sell |
13,488
-330
| -2% | -$7.85K | 0.15% | 138 |
|
|
2016
Q3 | $348K | Buy |
+13,818
| New | +$348K | 0.16% | 132 |
|