AWM
DUC

Aevitas Wealth Management’s Duff & Phelps Utility & Corporate Bond Trust DUC Stock Holding History

Aevitas Wealth Management’s Portfolio DUC Stock Details DUC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-150
Closed -$1K – 468
2018
Q3 		$1K Hold
150
– – ﹤0.01% 450
2018
Q2 		$1K Hold
150
– – ﹤0.01% 425
2018
Q1 		$1K Hold
150
– – ﹤0.01% 443
2017
Q4 		$1K Buy
+150
New +$1K ﹤0.01% 433