Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,268
| Closed | -$29K | – | 1186 |
|
|
2018
Q3 | $29K | Buy |
+1,268
| New | +$29K | ﹤0.01% | 1698 |
|
|
2018
Q2 | – | Sell |
-1,268
| Closed | -$31K | – | 1327 |
|
|
2018
Q1 | $31K | Hold |
1,268
| – | – | ﹤0.01% | 1821 |
|
|
2017
Q4 | $34K | Sell |
1,268
-11,193
| -90% | -$300K | ﹤0.01% | 1692 |
|
|
2017
Q3 | $330K | Buy |
+12,461
| New | +$330K | 0.02% | 648 |
|