PWPS
DFP

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

Pinnacle Wealth Planning 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
2021
Q1 		– Sell
-5,726
Closed -$166K – 759
2020
Q4 		$166K Buy
+5,726
New +$166K 0.04% 317