LWM
DPG

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

Laidlaw Wealth Management’s Portfolio DPG Stock Details DPG Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
2021
Q3 		$164K Buy
2021
Q2 		$174K Sell
2021
Q1 		$1.09M Buy
2020
Q4 		$866K Buy
2020
Q3 		$630K Buy
2020
Q2 		$620K Buy
2020
Q1 		$375K Buy
2019
Q4 		$478K Buy