Walled Lake Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
10,950
| – | – | 0.07% | 127 |
|
|
2025
Q1 | $222K | Hold |
10,950
| – | – | 0.08% | 120 |
|
|
2024
Q4 | $218K | Hold |
10,950
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $235K | Hold |
10,950
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $210K | Hold |
10,950
| – | – | 0.09% | 111 |
|
|
2024
Q1 | $210K | Buy |
+10,950
| New | +$210K | 0.09% | 105 |
|
|
2023
Q4 | – | Sell |
-14,375
| Closed | -$241K | – | 109 |
|
|
2023
Q3 | $241K | Hold |
14,375
| – | – | 0.12% | 82 |
|
|
2023
Q2 | $250K | Buy |
+14,375
| New | +$250K | 0.12% | 78 |
|
|
2021
Q4 | – | Sell |
-3,850
| Closed | -$111K | – | 150 |
|
|
2021
Q3 | $111K | Hold |
3,850
| – | – | 0.07% | 109 |
|
|
2021
Q2 | $113K | Hold |
3,850
| – | – | 0.07% | 102 |
|
|
2021
Q1 | $116K | Hold |
3,850
| – | – | 0.08% | 100 |
|
|
2020
Q4 | $112K | Hold |
3,850
| – | – | 0.09% | 94 |
|
|
2020
Q3 | $105K | Buy |
+3,850
| New | +$105K | 0.09% | 92 |
|