WP
DFP

WealthPLAN Partners’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

WealthPLAN Partners’s Portfolio DFP Stock Details DFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$24.6K – 236
2017
Q1 		$24.6K Buy
+1,000
New +$24.6K 0.09% 164
2016
Q3 		$176K Buy
+7,046
New +$176K 0.06% 157