Liberty Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$53K | – | 402 |
|
|
2021
Q3 | $53K | Hold |
5,000
| – | – | 0.02% | 409 |
|
|
2021
Q2 | $52K | Hold |
5,000
| – | – | 0.02% | 311 |
|
|
2021
Q1 | $51K | Hold |
5,000
| – | – | 0.02% | 277 |
|
|
2020
Q4 | $51K | Hold |
5,000
| – | – | 0.03% | 274 |
|
|
2020
Q3 | $50K | Buy |
+5,000
| New | +$50K | 0.03% | 234 |
|