LWM
LongView Wealth Management’s DNP Select Income Fund DNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Hold |
14,969
| – | – | 0.04% | 215 |
|
|
2025
Q1 | $148K | Hold |
14,969
| – | – | 0.04% | 201 |
|
|
2024
Q4 | $132K | Hold |
14,969
| – | – | 0.04% | 203 |
|
|
2024
Q3 | $150K | Hold |
14,969
| – | – | 0.05% | 194 |
|
|
2024
Q2 | $123K | Sell |
14,969
-5,612
| -27% | -$46.1K | 0.05% | 181 |
|
|
2024
Q1 | $187K | Hold |
20,581
| – | – | 0.07% | 176 |
|
|
2023
Q4 | $184K | Buy |
+20,581
| New | +$184K | 0.08% | 168 |
|