EWA
DPG

EP Wealth Advisors’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

EP Wealth Advisors’s Portfolio DPG Stock Details DPG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,000
Closed -$122K – 494
2020
Q4 		$122K Buy
+10,000
New +$122K ﹤0.01% 444
2019
Q4 		– Sell
-10,000
Closed -$159K – 417
2019
Q3 		$159K Buy
+10,000
New +$159K 0.01% 350