WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $113K | Buy |
4,297
+2,047
| +91% | +$53.8K | 0.03% | 503 |
|
|
2017
Q1 | $55K | Sell |
2,250
-800
| -26% | -$19.6K | 0.01% | 634 |
|
|
2016
Q4 | $72K | Hold |
3,050
| – | – | 0.02% | 623 |
|
|
2016
Q3 | $77K | Hold |
3,050
| – | – | 0.02% | 598 |
|
|
2016
Q2 | $74K | Hold |
3,050
| – | – | 0.02% | 581 |
|
|
2016
Q1 | $72K | Buy |
+3,050
| New | +$72K | 0.02% | 564 |
|