Flaherty & Crumrine Dyn P shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Flaherty & Crumrine Dyn P (DFP) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Flaherty & Crumrine Dyn P
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Quarterly reported holdings in Flaherty & Crumrine Dyn P by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 11k | 21.64 |
| 2025-06-30 | $225k | 11k | 20.53 |
| 2025-03-31 | $222k | 11k | 20.24 |
| 2024-12-31 | $218k | 11k | 19.94 |
| 2024-09-30 | $235k | 11k | 21.50 |
| 2024-06-30 | $210k | 11k | 19.20 |
| 2024-03-31 | $210k | 11k | 19.17 |
| 2023-09-30 | $241k | 14k | 16.77 |
| 2023-06-30 | $250k | 14k | 17.42 |
| 2021-09-30 | $111k | 3.9k | 28.83 |
| 2021-06-30 | $113k | 3.9k | 29.35 |
| 2021-03-31 | $116k | 3.9k | 30.13 |
| 2020-12-31 | $112k | 3.9k | 29.09 |
| 2020-09-30 | $105k | 3.9k | 27.27 |
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