IWA
Inspirion Wealth Advisors’s DNP Select Income Fund DNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-24,880
| Closed | -$250K | – | 155 |
|
|
2024
Q3 | $250K | Hold |
24,880
| – | – | 0.03% | 131 |
|
|
2024
Q2 | $205K | Hold |
24,880
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $226K | Hold |
24,880
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $215K | Hold |
24,880
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $237K | Hold |
24,880
| – | – | 0.05% | 122 |
|
|
2023
Q2 | $261K | Hold |
24,880
| – | – | 0.05% | 117 |
|
|
2023
Q1 | $274K | Hold |
24,880
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $280K | Hold |
24,880
| – | – | 0.06% | 105 |
|
|
2022
Q3 | $258K | Hold |
24,880
| – | – | 0.06% | 102 |
|
|
2022
Q2 | $270K | Hold |
24,880
| – | – | 0.06% | 104 |
|
|
2022
Q1 | $294K | Buy |
+24,880
| New | +$294K | 0.06% | 89 |
|