Balanced Wealth Group’s DNP Select Income Fund DNP Stock Holding History

Balanced Wealth Group’s Portfolio DNP Stock Details DNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Buy
2025 Q1	$288K	Buy
2024 Q4	$271K	Buy
2024 Q3	$284K	Buy
2024 Q2	$227K	Sell
2024 Q1	$259K	Sell
2023 Q4	$287K	Buy