Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $23.8K | Hold |
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|
2023
Q1 | $24.8K | Hold |
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|
2022
Q4 | $26K | Hold |
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|
2022
Q3 | $26K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $36K | Sell |
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|
2021
Q4 | $133K | Sell |
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|
2021
Q3 | $427K | Sell |
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|
2021
Q2 | $555K | Sell |
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|
2021
Q1 | $571K | Buy |
|