Pathway Financial Advisers’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
Q4 | – | Sell |
-2,968
| Closed | -$63.8K | – | 436 |
|
|
2024
Q3 | $63.8K | Sell |
2,968
-148
| -5% | -$3.18K | 0.03% | 175 |
|
|
2024
Q2 | $59.8K | Buy |
3,116
+8
| +0.3% | +$154 | 0.02% | 217 |
|
|
2024
Q1 | $59.6K | Sell |
3,108
-202
| -6% | -$3.87K | 0.02% | 218 |
|
|
2023
Q4 | $58.7K | Sell |
3,310
-551
| -14% | -$9.78K | 0.02% | 216 |
|
|
2023
Q3 | $64.8K | Buy |
+3,861
| New | +$64.8K | 0.03% | 212 |
|
|
2023
Q1 | $69.4K | Buy |
3,822
+31
| +0.8% | +$563 | 0.03% | 212 |
|
|
2022
Q4 | $70.9K | Buy |
+3,791
| New | +$70.9K | 0.03% | 217 |
|