CWS
DPG

Confluence Wealth Services’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Confluence Wealth Services’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,800
Closed -$25K – 458
2021
Q4 		$25K Buy
+1,800
New +$25K 0.01% 665