PWA
DFP

Provenance Wealth Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Provenance Wealth Advisors’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-280
Closed -$5.58K – 550
2024
Q4 		$5.58K Hold
280
– – ﹤0.01% 363
2024
Q3 		$6.02K Buy
+280
New +$6.02K ﹤0.01% 386