Halpern Financial’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-210
| Closed | -$2K | – | 258 |
|
|
2023
Q3 | $2K | Buy |
+210
| New | +$2K | ﹤0.01% | 194 |
|
|
2021
Q4 | – | Sell |
-315
| Closed | -$3.36K | – | 264 |
|
|
2021
Q3 | $3.36K | Hold |
315
| – | – | ﹤0.01% | 226 |
|
|
2021
Q2 | $3.29K | Hold |
315
| – | – | ﹤0.01% | 205 |
|
|
2021
Q1 | $3.11K | Buy |
+315
| New | +$3.11K | ﹤0.01% | 207 |
|