Doliver Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $438K | Sell |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $174K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $152K | Sell |
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|
2020
Q1 | $585K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $141K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $325K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $493K | Buy |
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|
2017
Q3 | $378K | Sell |
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|
2017
Q2 | $1.26M | Sell |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $1.69M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.53M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $469K | Sell |
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|
2015
Q2 | $649K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.23M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $597K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $583K | Buy |
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|
2013
Q2 | $287K | Buy |
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