CWM
Cedar Wealth Management’s DNP Select Income Fund DNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,900
| Closed | -$15.6K | – | 275 |
|
|
2024
Q2 | $15.6K | Hold |
1,900
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $17.2K | Hold |
1,900
| – | – | 0.01% | 223 |
|
|
2023
Q4 | $16.1K | Hold |
1,900
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $18.1K | Hold |
1,900
| – | – | 0.01% | 206 |
|
|
2023
Q2 | $19.9K | Hold |
1,900
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $20.9K | Hold |
1,900
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $21.4K | Hold |
1,900
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $20K | Hold |
1,900
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $21K | Hold |
1,900
| – | – | 0.01% | 223 |
|
|
2022
Q1 | $22K | Hold |
1,900
| – | – | 0.01% | 240 |
|
|
2021
Q4 | $21K | Buy |
+1,900
| New | +$21K | 0.01% | 241 |
|
|
2017
Q4 | – | Sell |
-550
| Closed | -$6K | – | 134 |
|
|
2017
Q3 | $6K | Hold |
550
| – | – | ﹤0.01% | 114 |
|
|
2017
Q2 | $6K | Hold |
550
| – | – | ﹤0.01% | 111 |
|
|
2017
Q1 | $6K | Buy |
+550
| New | +$6K | ﹤0.01% | 111 |
|