RWM
DFP
Revisor Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
66,129
-557
| -0.8% | -$11.6K | 0.5% | 40 |
|
|
2025
Q1 | $1.35M | Buy |
66,686
+42,347
| +174% | +$857K | 0.6% | 34 |
|
|
2024
Q4 | $485K | Sell |
24,339
-22,903
| -48% | -$457K | 0.45% | 46 |
|
|
2024
Q3 | $1.02M | Sell |
47,242
-11,147
| -19% | -$240K | 0.63% | 30 |
|
|
2024
Q2 | $1.12M | Sell |
58,389
-25,126
| -30% | -$482K | 0.78% | 24 |
|
|
2024
Q1 | $1.54M | Buy |
83,515
+37,390
| +81% | +$691K | 0.7% | 28 |
|
|
2023
Q4 | $819K | Sell |
46,125
-9,671
| -17% | -$172K | 0.94% | 18 |
|
|
2023
Q3 | $936K | Buy |
+55,796
| New | +$936K | 0.8% | 25 |
|