Jeppson Wealth Management’s DNP Select Income Fund DNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $113K | Hold |
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|
2025
Q2 | $110K | Hold |
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|
2025
Q1 | $111K | Hold |
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|
2024
Q4 | $99.2K | Hold |
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|
2024
Q3 | $113K | Hold |
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|
2024
Q2 | $92.5K | Sell |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $159K | Sell |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $190K | Buy |
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|
2022
Q1 | $177K | Sell |
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|
2021
Q4 | $168K | Sell |
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|
2021
Q3 | $165K | Hold |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $153K | Hold |
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|
2020
Q3 | $150K | Buy |
|