WA
DFP

Whipplewood Advisors’s Flaherty & Crumrine Dynamic Preferred and Income Fund DFP Stock Holding History

Whipplewood Advisors’s Portfolio DFP Stock Details DFP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.93M Buy
93,985
+90,735
+2,792% +$1.86M 1.06% 20
2025
Q1 		$2.85M Sell
3,250
-137,228
-98% -$120M 1.68% 13
2024
Q4 		$2.8M Buy
+140,478
New +$2.8M 1.59% 11