Creative Planning’s Duff & Phelps Select MLP and Midstream Energy Fund Inc. DSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,298
| Closed | -$5K | – | 2222 |
|
|
2020
Q3 | $5K | Buy |
+1,298
| New | +$5K | ﹤0.01% | 1941 |
|
|
2020
Q2 | – | Sell |
-1,400
| Closed | -$5K | – | 1939 |
|
|
2020
Q1 | $5K | Hold |
1,400
| – | – | ﹤0.01% | 1723 |
|
|
2019
Q4 | $54K | Hold |
1,400
| – | – | ﹤0.01% | 1794 |
|
|
2019
Q3 | $63K | Sell |
1,400
-400
| -22% | -$18K | ﹤0.01% | 1751 |
|
|
2019
Q2 | $88K | Hold |
1,800
| – | – | ﹤0.01% | 1740 |
|
|
2019
Q1 | $90K | Hold |
1,800
| – | – | ﹤0.01% | 1703 |
|
|
2018
Q4 | $71K | Sell |
1,800
-250
| -12% | -$9.86K | ﹤0.01% | 1657 |
|
|
2018
Q3 | $124K | Sell |
2,050
-280
| -12% | -$16.9K | ﹤0.01% | 1740 |
|
|
2018
Q2 | $129K | Buy |
2,330
+380
| +19% | +$21K | ﹤0.01% | 1706 |
|
|
2018
Q1 | $100K | Buy |
1,950
+150
| +8% | +$7.69K | ﹤0.01% | 1732 |
|
|
2017
Q4 | $105K | Hold |
1,800
| – | – | ﹤0.01% | 1715 |
|
|
2017
Q3 | $116K | Buy |
1,800
+100
| +6% | +$6.44K | ﹤0.01% | 1684 |
|
|
2017
Q2 | $121K | Sell |
1,700
-100
| -6% | -$7.12K | ﹤0.01% | 1840 |
|
|
2017
Q1 | $141K | Buy |
1,800
+1,339
| +290% | +$105K | ﹤0.01% | 1718 |
|
|
2016
Q4 | $35K | Buy |
461
+361
| +361% | +$27.4K | ﹤0.01% | 2656 |
|
|
2016
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 3603 |
|