Spire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,365
| Closed | -$23.8K | – | 2380 |
|
|
2023
Q2 | $23.8K | Hold |
1,365
| – | – | ﹤0.01% | 1520 |
|
|
2023
Q1 | $24.8K | Hold |
1,365
| – | – | ﹤0.01% | 1533 |
|
|
2022
Q4 | $26K | Hold |
1,365
| – | – | ﹤0.01% | 1257 |
|
|
2022
Q3 | $26K | Hold |
1,365
| – | – | ﹤0.01% | 1218 |
|
|
2022
Q2 | $29K | Hold |
1,365
| – | – | ﹤0.01% | 1515 |
|
|
2022
Q1 | $36K | Sell |
1,365
-3,408
| -71% | -$89.9K | ﹤0.01% | 1570 |
|
|
2021
Q4 | $133K | Sell |
4,773
-10,055
| -68% | -$280K | ﹤0.01% | 1284 |
|
|
2021
Q3 | $427K | Sell |
14,828
-4,139
| -22% | -$119K | 0.01% | 645 |
|
|
2021
Q2 | $555K | Sell |
18,967
-6
| -0% | -$176 | 0.02% | 579 |
|
|
2021
Q1 | $571K | Buy |
+18,973
| New | +$571K | 0.02% | 620 |
|