1776 Wealth LLC FLAHERTY & CRUMRINE DYNAMIC PF SHS Transaction History

1776 Wealth LLC

60,199

Previous 61,147 1.55%

Previous $0 NaN%

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	N/A	-948 Reduced 1.55%	60,199 $0
Q1 2025 May 05, 2025	SELL	N/A	-1,717 Reduced 2.73%	61,147 $0
Q4 2024 Feb 10, 2025	SELL	N/A	-1,066 Reduced 1.67%	62,864 $0
Q3 2024 Nov 06, 2024	BUY	N/A	45 Added 0.07%	63,930 $0
Q2 2024 Aug 13, 2024	SELL	N/A	-2,356 Reduced 3.56%	63,885 $0
Q1 2024 May 10, 2024	BUY	N/A	66,241 New	66,241 $0
Q2 2023 Aug 02, 2023	SELL	N/A	-5,228 Reduced 6.07%	80,950 $0
Q1 2023 May 09, 2023	SELL	N/A	-2,318 Reduced 2.62%	86,178 $0
Q4 2022 Feb 15, 2023	SELL	N/A	-16,899 Reduced 16.03%	88,496 $1.66 Million
Q3 2022 Nov 10, 2022	BUY	N/A	47 Added 0.04%	105,395 $2 Million
Q2 2022 Jul 29, 2022	SELL	N/A	-3,854 Reduced 3.53%	105,348 $2.26 Million
Q1 2022 May 16, 2022	SELL	N/A	-22,116 Reduced 16.84%	109,202 $2.84 Million
Q4 2021 Jan 31, 2022	BUY	N/A	924 Added 0.71%	131,318 $3.65 Million
Q3 2021 Oct 21, 2021	BUY	N/A	720 Added 0.56%	130,394 $3.75 Million
Q2 2021 Aug 03, 2021	BUY	N/A	528 Added 0.41%	129,674 $3.8 Million
Q1 2021 May 10, 2021	SELL	N/A	-3,704 Reduced 2.79%	129,146 $3.86 Million
Q4 2020 Feb 12, 2021	BUY	N/A	9,529 Added 7.73%	132,850 $3.86 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-1,912 Reduced 1.53%	123,321 $3.37 Million
Q2 2020 Aug 04, 2020	BUY	N/A	525 Added 0.42%	125,233 $3.05 Million
Q1 2020 Apr 23, 2020	BUY	N/A	35,464 Added 39.74%	124,708 $2.52 Million
Q4 2019 Feb 12, 2020	BUY	N/A	89,244 New	89,244 $2.39 Million

Get notified when there are updates to the investment portfolio of 1776 Wealth LLC, based on Form 13F filings with the SEC.

Stay updated on 1776 Wealth LLC with notifications on news.