Revisor Wealth Management’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.39M Sell
2025
Q2
$1.38M Sell
2025
Q1
$1.35M Buy
2024
Q4
$485K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.54M Buy
2023
Q4
$819K Sell
2023
Q3
$936K Buy