BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Sell |
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|
2018
Q4 | $49K | Buy |
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|
2018
Q3 | $59K | Sell |
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|
2018
Q2 | $68K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $601K | Sell |
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|
2017
Q1 | $675K | Buy |
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|
2016
Q4 | $639K | Buy |
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|
2016
Q3 | $689K | Sell |
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|
2016
Q2 | $805K | Buy |
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|
2016
Q1 | $683K | Buy |
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