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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $235K | Hold |
|
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $210K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $250K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $113K | Hold |
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|
2021
Q1 | $116K | Hold |
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|
2020
Q4 | $112K | Hold |
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|
2020
Q3 | $105K | Buy |
|