GSWM
DPG

Golden State Wealth Management’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History

Golden State Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-82,114
Closed -$1.31M – 252
2019
Q3 		$1.31M Sell
82,114
-36,895
-31% -$586K 0.43% 46
2019
Q2 		$1.82M Buy
119,009
+97,489
+453% +$1.49M 0.58% 32
2019
Q1 		$322K Buy
+21,520
New +$322K 0.11% 161