B. Riley Wealth Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $185K | Buy |
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|
2025
Q4 | $132K | Sell |
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|
2025
Q3 | $134K | Buy |
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|
2025
Q2 | $129K | Buy |
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|
2024
Q4 | $142K | Buy |
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|
2024
Q3 | $130K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $219K | Buy |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $171K | Hold |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $148K | Hold |
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|
2021
Q2 | $158K | Hold |
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|
2021
Q1 | $146K | Sell |
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|
2020
Q4 | $136K | Buy |
|