Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,902
| Closed | -$34K | – | 579 |
|
|
2023
Q4 | $34K | Hold |
1,902
| – | – | ﹤0.01% | 710 |
|
|
2023
Q3 | $32K | Hold |
1,902
| – | – | ﹤0.01% | 708 |
|
|
2023
Q2 | $33K | Hold |
1,902
| – | – | ﹤0.01% | 738 |
|
|
2023
Q1 | $35K | Hold |
1,902
| – | – | ﹤0.01% | 710 |
|
|
2022
Q4 | $36K | Hold |
1,902
| – | – | 0.01% | 614 |
|
|
2022
Q3 | $36K | Hold |
1,902
| – | – | 0.01% | 602 |
|
|
2022
Q2 | $41K | Buy |
+1,902
| New | +$41K | 0.01% | 494 |
|