SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,665
| Closed | -$87K | – | 826 |
|
|
2019
Q1 | $87K | Sell |
3,665
-1,951
| -35% | -$46.3K | 0.01% | 746 |
|
|
2018
Q4 | $114K | Hold |
5,616
| – | – | 0.02% | 613 |
|
|
2018
Q3 | $130K | Hold |
5,616
| – | – | 0.02% | 659 |
|
|
2018
Q2 | $132K | Sell |
5,616
-282
| -5% | -$6.63K | 0.02% | 633 |
|
|
2018
Q1 | $143K | Sell |
5,898
-91
| -2% | -$2.21K | 0.03% | 591 |
|
|
2017
Q4 | $160K | Buy |
+5,989
| New | +$160K | 0.03% | 568 |
|