HWA
HHM Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $126K | Sell |
12,840
-2,800
| -18% | -$27.4K | 0.01% | 254 |
|
2025
Q1 | $155K | Sell |
15,640
-290
| -2% | -$2.87K | 0.02% | 219 |
|
2024
Q4 | $141K | Sell |
15,930
-1,800
| -10% | -$15.9K | 0.02% | 224 |
|
2024
Q3 | $178K | Sell |
17,730
-10,909
| -38% | -$110K | 0.03% | 188 |
|
2024
Q2 | $235K | Buy |
+28,639
| New | +$235K | 0.04% | 151 |
|