FWA
DPG

Freedom Wealth Alliance’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Freedom Wealth Alliance’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$155K Hold
18,035
– – 0.26% 40
2023
Q2 		$182K Buy
18,035
+1,000
+6% +$10.1K 0.25% 59
2023
Q1 		$227K Buy
17,035
+10,000
+142% +$133K 0.34% 51
2022
Q4 		$95K Buy
+7,035
New +$95K 0.13% 92